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Customer experience | Sales, Customer Insights,...
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Emails are not showing up in timeline

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Posted on by 5

Emails were showing up in the timeline for my user but they have now since went away. The user has reported that the emails pop up after they create an account but then it goes away. We are also having an issue where notes with attachments are disappearing. 

I have the setting that allows email to show in timeline selected. Any help would be appreciated. 

Thank you

I have the same question (0)
  • Community member Profile Picture
    2 on at
    Emails are not showing up in timeline
    Hi
     
    I'm having a similar issue, when I send a CRM contact an email from my company Outlook account, it immediately appears in the contacts timeline, is still there after 2 days, then mysteriously vanishes from their timeline like it never existed! 
  • Sunilmg Profile Picture
    on at
    RE: Emails are not showing up in timeline

    Hello Azail,

     

    Yes, you need to have your email configured in CRM. Please find the article below for your reference to configure your Exchange email address in CRM based on your exchange and CRM versions (Online/on premise)

     

    https://support.microsoft.com/en-in/help/4020807/dynamics-365-e-mail-setup-configuration-and-dynamics-365-for-mobile-ho

  • Azail765 Profile Picture
    5 on at
    RE: Emails are not showing up in timeline

    I'm only having an issue with the emails not showing up in the timeline as far as I can tell. I'm assuming I need to establish a link between outlook and Dynamics maybe? The emails were showing up the other day but now the email conversations are just not showing up in the user's timeline in Dynamics 365 Sales Hub. I'm using the online 365 Sales Hub and I can't find anything about an advanced find feature on Google.

  • Azail765 Profile Picture
    5 on at
    RE: Emails are not showing up in timeline

    I tried to submit a ticket to Microsoft but it says I need a premier account.

  • Ibrazrilevic Profile Picture
    90 on at
    RE: Emails are not showing up in timeline

    Hi Azail,

    Are only emails 'vanishing' from the timeline or also other types (for example phone calls)? May I assume that you can find the emails through advance find?

  • Sunilmg Profile Picture
    on at
    RE: Emails are not showing up in timeline

    Hello There,

    We suggest you create a Support Ticket with Microsoft to investigate this further.

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