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Small and medium business | Business Central, N...
Suggested Answer

Link Interaction Log Entry to Sent Emails in Business Central for CRM integration

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Posted on by 311
Hello!
I am currently working on a case where I struggle to progress, and I feel like I need some guidance from more experienced Business Central people.
 
What I would really like to do, is to trigger a Power Automate flow when an Interaction Log Entry is created in Business Central. This might be the wrong approach to begin with, so please correct me if that is the case. When an Interaction Log Entry is created, a trigger runs, and I can get most of the info I need. I get the No. of the Quote, Order or Project, and from there I can get a CRM-guid that I have added on to them, as a link between Business Central and CRM. Then, I want to create an e-mail in the timeline on the related opportunity in CRM. 
 
All of this is working very well, and I manage to create the email in the timeline of the related opportunity.
 
My issue is getting the body from the e-mail that was sent, because this is not stored in the Interaction Log Entry table. I have done some digging, and I have found the Sent Email table, where I can find a Message ID, that I can then use to get a body from the Email Message table. But I can't seem to find any way to connect the creation of the Interaction Log Entry to an actual email.
 
I am not quite sure how to make this work, and would love to get some feedback on a way I could possibly get this to work, if it is through the Interaction Log Entry table or not. The bottom line is that I need info about the Order, Quote or Project where an email is sent from, that way I can link it to the correct opportunity in CRM, and I need as much info as I can about the email and its content.
I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    95,329 Super User 2025 Season 2 on at
    Sorry, I haven't tested it in detail. Can you try to insert the message ID when an Interaction Log Entry is created?
     
     
    Hopefully other experts can give you better advice.
    Thanks.
    ZHU
  • Hagru Profile Picture
    311 on at
    Hi Yun Zhu!
     
    I don't quite know how the flow of the Interaction Log Entry table is, so I am not quite sure if I can do that. My issue is that I can't seem to find any link between the Interaction Log Entry that contains all the information about the Quote, Project or Order that the email is regarding, and the Sent Email table. If I wanted to just get the email, I assume I could go to the Sent Email table, get the Message ID, and then get the Body from the Email Message table table using the ID.
     
    Not quite sure how I would get the Message ID and insert it in the correct Interaction Log Entry record.
  • Gerardo Rentería García Profile Picture
    25,157 Most Valuable Professional on at
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    20,275 Super User 2025 Season 2 on at

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