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Customer experience | Sales, Customer Insights,...
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All Rep's Emails Syncing in Timeline of All Rep's Leads

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Posted on by 105

Hi --

A strange bug is causing ALL of the emails of some of our sales reps (but not for ALL sales reps and not for myself) sync in the timeline of ALL of their Leads. The emails syncing to all leads owned by some reps come from both non-leads and leads.

The problem appears to be rooted in the fact that we use a custom field that's used during the lead upload process (via CSV) where we put the ISE's email address in the field to help us mass-assign leads to the correct sales person after the upload. Even though we put an email address in this field, this is a normal text field, not an email field. More below.

First, here's the setting they use for email sync in Personalization settings: Email messages from Dynamics 365 Leads, Contacts and Accounts - however many emails that get synced are not leads/contacts/accounts.

OnPaste.20200803_2D00_103629.png

The screenshot below is what an affected lead looks like.

I've tested the theory that the custom field called "ISE Email" (it's the email address of the sales rep that we include in our daily lead upload that helps us do a mass-assign of leads to our reps, or, "Inside Sales Executives"), is somehow causing all emails to sync with every lead assigned to the rep. Again, this doesn't happen with 100% of our rep's leads, just a few. I've sent test emails to the rep, and any lead where we've manually removed the ISE's email from the ISE Email field does not sync the email.

In the below screenshot you can see 3 emails in the timeline, 2 are from other employees (that are not Dynamics users) and one is an automated email from Dropbox. I've crossed out the ISE's Email address in the example below.

OnPaste.20200803_2D00_104117.png

Of course the quick fix would be to mass-delete the email addresses from the ISE Email fields of all leads after we're done mass-assigning, however, when I do a mass edit, I don't have the option of removing data. I just realized while typing this that we can replace everyone's email with a character after the upload -- we'll try that in today's lead upload.

This is still a troubling bug -- is it a known issue and is there something about this that is intended to function this way?

  • honeybear Profile Picture
    105 on at
    RE: All Rep's Emails Syncing in Timeline of All Rep's Leads

    Thanks, this helps.

    The ISE Email field contains the email address of the rep. I believe you are right -- the system is looking for any emails that the reps receive that are addressed to the rep's email address and syncing them to all the leads that contain the rep's email address in ISE Email field.

    Question: I just went back and checked to see if the field is formatted as an email field, and to my surprise, it is. I thought I originally formatted this field as a plain text field. If I reformat this field so that it's just a plain text field, will the system ignore the ISE Email and stop syncing all of their email to all of their leads?

  • Verified answer
    Soumen S Profile Picture
    on at
    RE: All Rep's Emails Syncing in Timeline of All Rep's Leads

    Hello,

    Few things to consider,

    1. The ISE email address contains the email address of Lead or the reps? if any email appear in the system the system will search of the recipient in the system and sync the email activity with all the records where the reps email address is present, 

    2. If the first email is getting generated from CRM and the ISE contains the Rep's email address, I suggest you to use correlation and tracking token and verify the behavior.

    3. IF other reps are sending email to the same lead then the email will sync under the Lead in time line and thats expected.

    Please let me know if you have any more concerns, Also I will suggest you to open a case with Microsoft support to validate your use case in detail.

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