web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Activities on qualifie...
Microsoft Dynamics CRM (Archived)

Activities on qualified lead are not send to merged contact

(0) ShareShare
ReportReport
Posted on by Dc1 220

Hi

I have a Lead A with 10 email

A contact B with 5 email

We know that lead A and contact B are the same.

Then I qualify the lead A to be a Contact A. and then I merge Contact A and Contact B. B is the master

The problem is that email From lead A are not rolled Up on Contact B.

Is it normal ?

I also tryed to say on lead A that existing contact was contact B (Before qualifying) but it did not work.

*This post is locked for comments

I have the same question (0)
  • gtwynstra Profile Picture
    gtwynstra 510 on at

    I just tried this in V9 (CE) and the emails are rolling up to the merged master record without issue as I expected.  I first created a lead, then sent an email to the lead, then promoted the lead to contact, then finally merged.  The remaining Contact record had the email originally sent to the lead. I realize this doesn't solve your issue but hope it helps a bit.

  • Suggested answer
    gtwynstra Profile Picture
    gtwynstra 510 on at

    Quick follow-up response.  If you know the two are the same, why not set the "Existing Contact?" field on the Lead instead of qualifying and then merging?  I tried that as well and the email records from the Lead were associated to the Contact after the Lead was qualified.

    2018_2D00_11_2D00_20_5F00_16_2D00_11_2D00_08.jpg

  • Dc1 Profile Picture
    Dc1 220 on at

    I already tried to populate the 'existing contact' on the lead with the existing contact. but it does not roll up activities 

    i am on crm 2016 on promise

  • gtwynstra Profile Picture
    gtwynstra 510 on at

    Sorry if this sounds insulting but I have to ask...  After setting the "Existing Contact" are you then clicking Qualify?  Simply setting the Existing Contact field and saving will not roll up the activities.  Do other activity types besides emails roll up? Outside of that, I'm out of suggestions.  I tried this again in V9.1 with and without setting the regarding field (in case that made a difference) for an email and with Tasks and they are rolling the activities up to the Contact and then to the parent Account.  

  • Dc1 Profile Picture
    Dc1 220 on at

    yes I have qualified the lead after setting the existing contact  ;-)

  • gtwynstra Profile Picture
    gtwynstra 510 on at

    I also tried this in version 8.2 and it's working as expected.  Since your environment is on-prem, have the latest updates been applied?  I didn't see anything in the release notes indicating this to be a problem but it might be worth testing it out if you have a dev environment.  Any errors in Event Viewer on the CRM server?  Any hints of a problem in the plugin trace logs?

  • Dc1 Profile Picture
    Dc1 220 on at

    i have : Version 1612 (8.2.2.112) (DB 8.2.2.112) on-premises

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans