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Activities (E-Mails) are associated with the wrong records on the timeline

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Posted on by yvka123

Hey all,

I have a rather odd sceanario and cannot seem to find a solution for this:

A colleague raised a ticket after he has created a new lead, because there were right away e-mail acitivities of other colleagues tracked on the timeline. They have nothing to do with this lead and even the record in the /Regardin/ field is a completely different one.

Can anyone help me with this issue? What happened? And how can I fix this?

Thanks a lot in advance

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yvka123 17 on at

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Activities (E-Mails) are associated with the wrong records on the timeline

Hi Leah,

thanks for your reply.

I think I found the cause: for whatever reason the User filled his own email adress in the field for the leads email adress. I guess Dynamics then tracked all the emails in this lead where the same email address was found.

I deleted the lead and created a new one with the fields filled in correctly and now it seems fine.

Even though I don't believe that it was the reason for my issue here but still interesting is the following article: Emails Incorrectly Associated with Records in Microsoft Dynamics CRM | - NJ, PA, DE, MD | Beringer Technology Group
Just to be sure, I extended the tokens as well.

Thanks and all the best
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Leah Ju Microsoft Employee on at

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Activities (E-Mails) are associated with the wrong records on the timeline

Hi Partner,

Another one although doesn't. The regarding field is a different one than the lead and it is still showing on its timeline.

--Tring to change/remove it's regarding value, then check it in the lead timeline again.

--Tring to clone the email to create one new to heck if new emails still appear in the lead timeline

I can't really share screenshots without showing internal data, so that won't help.

There's only so much we can do to help right now, so i suggest you create a support ticket for professional assistance following the below procedure.
Get Help + Support - Dynamics | Microsoft Docs
yvka123 17 on at

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Activities (E-Mails) are associated with the wrong records on the timeline

Hi Leah,

thank you for your answer.

One of the emails actually contains the lead in the "To" field, you were right. I am guessing that might have been a user mistake. Another one although doesn't. The regarding field is a different one than the lead and it is still showing on its timeline.

I tried clearing the regarding field of the mail and it is still showing in the lead. The only connection I see, is that the creator of the lead is on the recievers list of the mail. But this shouldn't have anything to do with it?

I can't really share screenshots without showing internal data, so that won't help.

Thanks and kind regards

Yvonne
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Leah Ju Microsoft Employee on at

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Activities (E-Mails) are associated with the wrong records on the timeline

Hi Partner,

Apart from the 'Regarding' field, are the other fields 'To' 'Cc' 'Bcc' on the email checked?

For example:

Can you share all the screenshots to provide more details?

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah