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Customer experience | Sales, Customer Insights,...
Suggested Answer

Sort email entity by Contact

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Posted on by 80

Hi,

I thought this would be easy.

How can I add Sort functionality to my Email Entity View?

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I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,064 on at

    Hi,

    From, To, CC, BCC fields in emails are pointing to Activity Party entity. Activity Party is containing relationship with multiple entities that's why not able to sort / filter on those fields.

    So it cannot be sorted/filtered except using custom report.

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    HI,

    I think this is what you need to do in order to enable sorting by contact -

    1. Create new custom lookup field pointing to Contact Entity

    2. Create real time workflow to auto populate your custom field value from FROM field

    3. Add your custom field to your view

    4. Apply sorting

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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