Service | Customer Service, Contact Center, Fie...

Getting Sender Name from received email activity record?

(0) Share

Report

Posted on by Zap Objects

924

How to get the Sender Name from received email activity? Is Dynamics not saving this value? (I can retrieve the sender email address but not the name)

Please note that no account/contact or lead exists for this record in Dynamics.

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

LeoAlt 16,331 Moderator on at

Like (0)

Report

Hi Partner,

If you've set up the server-side-synchronization, the external sender will be shown as its username which also shown in outlook.

For example, I used an external email address sent an email to D365 from outlook, and tracked it into D365, I could see the username in D365 email record.

OutLook

D365

To enable this function, you should test%approve your email box in D365 first.

Go to Advanced Settings->Email Configuration->Mailboxes.

Open the email box with the same address as your username(used for login D365 like 'xxx@crmxxxx.onmicrosoft.com'), choose "server-side synchronization" for "Incoming,Outgoing,Appointments...".

Then Approve the mailbox.

Apply default email settings.

And then Test&Enable mailbox.

Then wait a minute, you will see that all the tests are succeed.

Then go to outlook and track the email you need.

After that, D365 will create a new email record for this message and then you will be able to get the sender name.

And if you want the D365 track all the emails from this sender, you should create a new folder in your outlook Inbox and then create a rule to collect all the emails from this sender into this folder.

Go to D365 system settings first to enable "user folder-level tracking".

Go to D365 personal settings, configure the folder level tracking.

Best Regards,

Leo

Was this reply helpful? Yes No
Zap Objects 924 on at

Like (0)

Report

Hello Leo,

I think you have mistaken my requirement.

My requirement is to get the "Sender Name" of the email received in Dynamics.

For example if an unknown person Dan Cary <dcary@abc.com> emails us at support@mycompany.com
This is created as an email activity in Dynamics (by server side sync)

Now how do i retrieve the Sender Name "Dan Cary"?
I am finding it very strange that Dynamics is not saving this sender name anywhere in Database? or if it is then there is no way to retrieve it...

(Please note that I don't want new contact to be created automatically using personal settings)

Was this reply helpful? Yes No
LeoAlt 16,331 Moderator on at

Like (0)

Report

Hi Partner,

If you don't configure SSS for D365, you will be only able to see the sender email address, not the user name.

As I mentioned in my answer, if we configure the SSS, we will get the sender name from email, but this did create a new contact automatically, it is by design.

Was this reply helpful? Yes No