Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to get activity Emails in Email entity associated view?

(0) ShareShare
ReportReport
Posted on by

Hi guys, 

I'm wondering if there is a way to get emails which i create with the social pane into the "Email associated view" for an opportunity ?

The email shows up in the "Associated activity view" but i would like to get it to show up in "Associated email view" 

572253.Capture1.PNG84252.Capture2.PNG2768.Capture3.PNG

Here you can see the email form where i create the Emal with regarding the opportunity (booking) and in "Email Associated View" it does not show up but it shows up in "Activity Associated View". 

Any ideas how this could be done? If not possible then if its a possibility of getting Email entity fields into the Activity view f.ex. add columns (to, subject, cc and so on) 

regards  

*This post is locked for comments

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: How to get activity Emails in Email entity associated view?

    Hi,

    I don't think the view "Email Associated View" is out of box so you must have created it by yourself. If the recors are nbot showing you need to check the filter criteria of the view and see if satify the condition.

    www.youtube.com/watch

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 52

#3
dkrishna Profile Picture

dkrishna 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans