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Microsoft Dynamics CRM (Archived)

customer email reply activities showing same user as the owner for every activity created

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my company tracks emails in CRM as tasks for the user who sent the original email. when the initial email is sent and task created, the user who sent the email to the customer shows as the owner of the task. But when the customer replies to that email thread, the task created from that reply shows a different CRM user as the owner. And this happens to each email reply sent to my company, regardless of the user who sent the initial email. And it only happens to customer reply emails. its always the same user showing as the owner of the email reply task. my company would like the user who sent the initial email in the thread to be the owner of each email task created so that the task is tracked correctly. Does anyone happen to have a solution for this issue? my hours of internet research have got me nowhere. we are using CRM 2011.

thanks,

Matt

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  • Community Member Profile Picture
    on at

    Hi, this is correct as when the initial task is created, it is created under the context of the the logged in user. But when the reply is coming in to CRM, task is created under the user used for the integration with emails. You might wanna write a custom workflow/plugin to identify the previous owner of the email somehow and then assign the new task to that user.

  • Community Member Profile Picture
    on at

    thanks for the reply Vikas!

    where in crm do i find where the user used for integration with emails is configured?

    thanks,

    Matt

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