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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Delete Email or at lea...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Delete Email or at least Attachment but keep history in Timeline

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Posted on by crham 390
So I probably misunderstand the Timeline functionality.
 
I figured it was a history of activity with a record.
 
However, I found out that if I delete an email message, then the history of me sending that message to the client in the Timeline is also removed.
 
Why?
 
More importantly, how do I keep a history of email communications with customers without the attachments AND without having to pay for some add-on to move them for me?
 
 
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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    1.Why?
    Although the documentation uses 'activity history' as a description, what is essentially shown is the active record itself, stored in the dataverse, and no additional records are created.
    If an email is deleted from the Dataverse, it naturally disappears from the timeline.
    In other words, if you want to show active records in the timeline, then they have to be stored in the Dataverse and cannot be deleted.
    2.More importantly, how do I keep a history of email communications with customers without the attachments AND without having to pay for some add-on to move them for me?
    You can directly delete email attachments without deleting the email message.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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