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Creating System Views based on email From Name

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Hi all,

I'm working on creating a custom view to parse some of our email sends for reporting purposes. I've successfully created a query that limits the view to emails sent within a certain date range, over a certain number of deliveries, and based on a specific template name. However, it would be helpful if I could also limit it to sends that originated from a specific From Name (e.g. "Blank Corporation" Team).

However, adding a row based on From Name (and From Email) returns no results by itself, and has no effect on results when added to my existing query. Can anyone give me a hint as to why this field isn't working like the others?

I'm fairly green here so I'm not sure which version of the product we're using--according to the About page, we're using Dynamics 365 - 2020 release wave 1 enabled. It's a custom installation.

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Kokulan 18,054 on at

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Hi

As you can see from the screenshot below, the From is also a Party List type.

To filter by the sender, you will have to add your criteria to related activity party as shown below

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Gustavo Longo on at

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Hello JMF44,

I hope you are well and safe.

Email messages are store on ActivityPointerBase and all attendees belong to ActivityPartyBase.

Basically, you need to use the related entity "Activities Party (Activity)", select:

Participation Type Equals Sender

Party Equals Enter Value

So, this way you are able to filter specific parties of email message.

Regards,

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Community Member on at

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Thanks Kokulan and Gustavo,

Here's a shot of the query; it's still not filtering out senders by From Name with this query, but perhaps the solution will be obvious with this visual.

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Gustavo Longo on at

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Well,

Seems you are using an additional relationship on filter (Activities (Regarding)).

Would say to use only Activity Parties (Activity) contains data and after filters by Participation Type + Party.

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Bipin D365 28,983 Moderator on at

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Hi,

Can you pls check below screenshot and try same. Also I could not find Deliveries and EMail Template field in my trial instance so add that condition as well. I believe those are custom field created on Email entity.

If it does not work, Try removing one filter at a time and then you should be to identify which filter is causing the issue.

If found helpful, Please mark my answer verified.

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