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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Confusion when sending...
Customer experience | Sales, Customer Insights,...
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Confusion when sending email to users or contacts

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Posted on by JDG 58
Hi Folks,
 
In our CRM some employees exist in the database as Contacts as well as Users. This can lead to confusion when sending an email to a colleague. Multiple users have erroneously selected the Contact record when typing the name of a colleague, in stead of selecting the User record. The icons for these tables are of course not the same, but the difference is small. In some cases, the email was sent to the Contact record and ended up in a private mailbox, which obviously is undesirable.
 
Wondering if anyone has had a similar situation and found a good workaround.
 
Thanks!
I have the same question (0)
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,624 Super User 2025 Season 2 on at
    Hi There,
     
    Refer these threads they may provide some insights:
     
     
     
    Thanks
    Affan
    If my suggestion has helped you please mark my answer as Verified.
  • JDG Profile Picture
    JDG 58 on at
    Thanks Muhammad, but those articles where not really applicable to my situation.

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