web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Tracking old emails to...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Tracking old emails to contacts

(0) ShareShare
ReportReport
Posted on by louisa lane 200

We have a user that has sent an email with the contacts as "bcc" to over 700 contacts not using a mailing list but by doing it as a mail merge in word/excel. They now want to add a copy of the email to each contact's timeline so we have a record of it, is there a way to do this without having to do it manually for each contact?. 

thanks in advance

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi louisa,

    You can create a on-demand workflow in contact entity to create emails.

    pastedimage1640069613619v2.png

    Then you can populate fields of the email with values you need, the most important is filling Bcc with dynamic value-current contact.

    pastedimage1640070061751v4.png

    Then you can select contacts in the view to run the workflow. 

    pastedimage1640069774961v3.png

    Emails with theses contacts can be created automatically, and these emails will display in the timeline of corresponding contacts.

    pastedimage1640070085989v5.png

    pastedimage1640070106958v6.png

    But the number of records returned by default is 50 in the view and maximum number is 250, you can go to Personalization Settings to set it.

    Image

    If you don't want to change page, you can use Bulk Workflow Execution to run an on-demand for a view in the XrmToolBox, which can execute more than 250 records.

    Run On-Demand Workflows on bulk records using XrmToolBox – bulk workflow execution - Microsoft Dynamics CRM Community

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
11manish Profile Picture

11manish 118

#2
CP04-islander Profile Picture

CP04-islander 80

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 64 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans