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Hi everyone,
Can anyone please tell me how can I configure track mail?
The scenario is that as soon as an organization user sends a mail to one of the leads, it needs to visible on the lead's timeline.
for now, it is not working for some lead, it selected a random lead instead of whom we sent.
Any advice or help would be great.
If you send the email directly from Dynamics -- this should then associate the email to the record in the application.
Otherwise, if you are finding issues with associating the email to the incorrect record -- check the EmailSearchBase table. You can check this with a web api request such as:
contoso.crm.dynamics.com/.../emailsearchestest@example.com%27
It could be possible that the email address for the lead record is also associated to another record in CRM. This association is stored in the EmailSearchBase table.
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