Outlook email is saved on lead but not on contact

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Posted on by Monica VZ

Hi, I have a lead and a contact with the same email adress (the same person) When I send an email from Outlook with the Dynamics plugin, the email is saved in the lead´s record and not in the contact record. Why is that?

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Accounts or Contacts

Mail Merge

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Leco Lv on at

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RE: Outlook email is saved on lead but not on contact

Hi partner,

Any progress?
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Leco Lv on at

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RE: Outlook email is saved on lead but not on contact

Hi partner,

The situation in this case seems to be the opposite of yours, it seems that you need to link to your contact entity by using the button "Set regarding".

community.dynamics.com/.../link-outlook-email-to-lead-recipient---not-owner-contact

learn.microsoft.com/.../overview-tracking-records
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Mohamed GRAIB 2,498 Super User 2024 Season 2 on at

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RE: Outlook email is saved on lead but not on contact

Hi Monica,

You must mention the field "Regarding"

Can you check if in your Field "Regarding" in the email FORM that you have mention correctly you contact ?

Hope that's hopeful for you.

Please mark the answer as verified if that's resolve your problem