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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Status reason definition E-mail activities

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Hi,

The email activity in Dynamics 365 contains the following default status reason options:

Draft, completed, sent, received, canceled, sending, pending send and failed

These are all mentioned online (see attachment), but there is no clear definition or description of these fields.

Can Microsoft explain these status reasons for email entity in more detail?

Kind regards,

Max

pastedimage1594647177441v1.png

  • Community Member Profile Picture
    on at
    RE: Status reason definition E-mail activities

    Thank you Hao for replying you quickly

  • Verified answer
    LuHao Profile Picture
    40,886 on at
    RE: Status reason definition E-mail activities

    Hi partner,

    The correspondence between State and Status Reason is as follows.

    pastedimage1594717019465v1.png

    There is no official document describing the definition of status reason options, the following is my personal understanding.

    1. Draft

    When user new an email in D365, the user clicks the Save button and the email will keep in Draft status reason.

    2. Completed

    When the email is converted to Opportunity, Case or Lead, the email is in the Completed status reason.

    3. Sent

    When the user clicks the Send button of the email, the email will become Sent status reason.

    Sent emails which are tracked from Outlook to D365 is also in Sent status reason.

    Only Open status emails (Draft, Failed) can become Sent status reason.

    4. Received

    Received emails synced from Exchange to D365 will automatically be in Received status reason.

    5. Canceled

    Currently, users cannot change the email to Cancered status reason normally.

    The email can be changed to Cancered status reason through workflow or other tools.

    6. Pending Send

    If email integration has not been correctly configured or has not enabled for sending email from model-driven apps in Dynamics 365, when the user click Send button, the email will be stuck in Pending Send status reason.

    Please refer to https://docs.microsoft.com/en-us/power-platform/admin/why-email-message-sent-have-pending-send-status

    7. Sending

    This indicates that the email is in the process of being sent.

    8. Failed

    The email failed to send and was not sent, which is similar to the Draft status reason.

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