Is there a way to automatically Set Regarding on emails?

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Posted on by JhoustonBG

Hello - is there a way to automatically Set Regarding to the To?

Typically, we send a high volume of emails. After the fact, we use the categorize function to track the email to Dynamics. Through this function we can send multiple emails quickly to CRM.

They show up in the CRM under each appropriate profile. However, when we run a report of all of the emails sent from the previous week, the regarding is empty but it does link it to the proper profile. Is there a way to set the To to the Regarding without having to do each individual email? Below is a screenshot of the email record. As you can see, the To has linked it to the correct person but the regarding is empty

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RE: Is there a way to automatically Set Regarding on emails?

Hi JhoustonBG,

You want to copy ‘To’ field value to the ‘Regarding’ field automatically, right?

Although they both show record name in the form, ‘To’ field store email address of the record but ‘Regarding’ field store guid of the record.So it’s hard to achieve it.

If you insist on achieving it, you can try to use Power Automate (https://us.flow.microsoft.com/en-us/ ) to test.

You can get email address value firstly, then use the email address to retrieve records (Accounts, Contacts, Leads, Users), because only Knowledge Articles entity has no email field.

When count of records that you retrieve is greater than 0, you can use the record guid to update ‘Regarding’ field of email.