web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

emails not showing up in contact activity history

(0) ShareShare
ReportReport
Posted on by

When I send emails to contacts (or accounts) they do not show up in the activity history for that contact (or account) unless the "regarding" field is set to that contact.  So if I email a contact regarding a campaign, and put the campaign in the regarding field, that email will show up in the activity history for the campaign but it will not show up in the activity history for the contact.  When I'm reading any particular contact's activity history I would like to see ALL communication history with that contact. 

*This post is locked for comments

I have the same question (0)
  • KylieKiser Profile Picture
    2,174 on at

    Are the emails correctly showing the contact in the To/From fields?

    If the email correctly has the contact linked in the To field, then it should show up on the Contact record and on the Regarding record.

  • Community Member Profile Picture
    on at

    Yes, the emails show the contact in the to/from fields.  Nothing in the Contact record but yes it shows in the Regarding record.  Thanks for taking the time to respond!

  • Suggested answer
    ashlega Profile Picture
    34,477 on at

    Hi,

     are you looking at the activity history in the associated view(won't be showing up there) or in the activities pane (should be showing up there)?

     Associated view is all about showing "regarding" activities. For example, have a look at this thread:

    community.dynamics.com/.../147572

  • Community Member Profile Picture
    on at

    Hi Alex - thanks for responding.  I am looking at activity in the contact's page.  Example:

    Jack is a contact.  I send Jack an email regarding 'real estate deal'.  Then when I go to Jack's contact page, I do not see that email in his activity history.  The only way to make emails show up in his activity history is to send Jack emails regarding 'Jack'.  I literally have to send Jack an email regarding 'Jack' if I want it to show up in his activity history.  

    This doesn't make sense to me.  If I send Jack an email regarding 'real estate deal' today, and send him an email regarding 'tax credits' tomorrow, both should show up in his activity history.  But I can't figure out how to make that happen.

    Thanks again for your help!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans