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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / News emails being set ...
Customer experience | Sales, Customer Insights,...
Suggested answer

News emails being set to 'Completed' immediately in CRM

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Posted on by JackalD365 130

Just would like to find out if there are a known issue in CRM where emails gets marked as ‘Completed’ immediately when they are synced from exchange server.

I cant see any process or workflow doing this.

 

Thanks

  • Suggested answer
    gupta.ambar2009@gmail.com Profile Picture
    gupta.ambar2009@gma... 797 on at
    RE: News emails being set to 'Completed' immediately in CRM

    Hi,

    its a OOB behavior , means when email will get synced /sent that activity will get completed so status also get change .

    Regards

    Ambar Gupta

  • gisiquei Profile Picture
    gisiquei on at
    RE: News emails being set to 'Completed' immediately in CRM

    Hi JackalD365,

    This is a by design behavior.

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: News emails being set to 'Completed' immediately in CRM

    You describe not OOB process and seems you have glitch in it.

    Without the description of how you implemented this functionality, it's near to impossible to help you.

    So can you please describe how it works?

  • JackalD365 Profile Picture
    JackalD365 130 on at
    RE: News emails being set to 'Completed' immediately in CRM

    Its only happening to about 10 out of 250 daily emails

    Emails that are 'Received' show in a dashboard. Emails are then actioned and manually set to 'Complete' then it disappears from the dashboard. By doing that users know which emails were actioned and which weren't

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: News emails being set to 'Completed' immediately in CRM

    I'm sorry but it works the way it works and it can't be customized.

    When the email is received - statecode is set to "Completed" and statuscode is set to "Received".

  • JackalD365 Profile Picture
    JackalD365 130 on at
    RE: News emails being set to 'Completed' immediately in CRM

    Hi.

    The emails should be in a Received status. Only after the user actioned the email, it should be set to Complete by the user.

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: News emails being set to 'Completed' immediately in CRM

    Hello,

    It's completed internally. Why is it an issue?

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