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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / E-mail Activity Showin...
Microsoft Dynamics CRM (Archived)

E-mail Activity Showing up in Lead View

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Posted on by Gylfi Aron 1,280

Hi,

Is it true that I have to Set Regarding every time I want an incoming/outgoing e-mail to show up under Activities for Leads?  Or is there a more automated process out there?  Like Set Regarding first time and then after that not having to do it again for same Lead?

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  • Suggested answer
    Mithilesh Kumar Profile Picture
    Mithilesh Kumar 10,047 on at

    Hi Gylfi,

    Yes, you have to Set Regarding for all Emails to show under Social Pane in Lead Entity.

    This behaviour is only with Lead and not with other Entity such as Account, Contact.

    Hope that helps

    Thanks

  • Gylfi Aron Profile Picture
    Gylfi Aron 1,280 on at

    Thanks!

    One more question: I have made a Last Activity E-mail Date field in Contact view that updates everytime I receive or send an e-mail REGARDING the Contact.

    Is there a way I can change the Workflow so that it picks up the e-mail without having the REGARDING field filled in?  What should I change the workflow to (for instance matching the TO/FROM with CONTACT EMAIL or something similar?) (see workflow here below)

    IF E-mail: Subject - Contains Data THEN

    Contact: Regarding - Equals - Regarding (Contact) Contact.

    UPDATE Regarding (Contact) - Set Properties (Process - Execution Time in Last E-mail Activity field).

  • Gylfi Aron Profile Picture
    Gylfi Aron 1,280 on at

    Did you get a chance to look at my last question?

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