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Customer experience | Sales, Customer Insights,...
Answered

Removing email records that relate to unknown senders or recipients

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Posted on by 267

Hi,

We previously had our users set to track 'all email messages', which has resulted in a lot of unnecessary email records being created.

To help clear up some space, I would like to remove any emails that were either sent to, or received from an unknown recipient (someone who is not an existing Contact or Lead).

How can I search for these emails? If I view a list of all the emails, I can see that when the Sender is unknown, the email address is shown in the 'From' column rather than the contact/lead's name. But if I try filtering my search results to only include results where the 'From' column contains '@', this still brings back existing records, as I guess the search still sees the email address, even though it just displays the name.

Is there another way I can do it?

Thanks in advance!

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi MichelleM,

    Please try the following filter:

    pastedimage1654852440140v2.png

  • Ram Prakash Duraisamy Profile Picture
    2,287 on at

    Hi,

    You can use global search to search email address.

  • MichelleM Profile Picture
    267 on at

    Thanks Steve, yes a combination of this and what is described here (community.dynamics.com/.../using-advanced-find-to-list-all-the-microsoft-crm-e-mail-records-with-unresolved-email-addresses has helped me filter them down to bulk delete now. Thanks a lot for pointing me in the right direction :-)

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