Customer Engagement & Dynamics CRM Forum

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  • 1.  Activity Timeline Weird Behavior

    SILVER CONTRIBUTOR
    Posted Jul 11, 2022 10:02 AM
    Hi experts. I have an unusual thing happening. Each day we have an internal email go out to our executives that specifies the current days sales. For some reason I found a dynamics client that I see each of these internal emails on their Activity Timeline. When I open them up from the Activity Timeline in this clients dynamics record I see their email address (along with dozens of other clients) on the "TO" line on the email and the "Regarding" field is blank. But when I go to the actual email in Outlook they are not on it. How is this happening? How do I get this turned off? And, are they actually getting this email? So many questions...
    Thanks for any assistance!


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    Scott Glisson
    CRM Administrator/Business Analyst
    Randall-Reilly, LLC
    Tuscaloosa AL
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  • 2.  RE: Activity Timeline Weird Behavior

    SILVER CONTRIBUTOR
    Posted Jul 11, 2022 10:05 AM
    All,
    I found the reason . . . sorry I couldn't figure out how to delete my question.  Thanks.

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    Scott Glisson
    CRM Administrator/Business Analyst
    Randall-Reilly, LLC
    Tuscaloosa AL
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  • 3.  RE: Activity Timeline Weird Behavior

    TOP CONTRIBUTOR
    Posted Jul 12, 2022 10:11 AM
    @Scott Glisson

    Would you mind posting your solution in case anyone else has this issue?​

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    Karla Keeney
    Director of Technology
    Resource Consulting Group
    Orlando FL

    [D365 Sales Enterprise online]
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  • 4.  RE: Activity Timeline Weird Behavior

    SILVER CONTRIBUTOR
    Posted Jul 12, 2022 11:04 AM
    Hi Karla.  Of course.  It turned out that one of our associates that was cultivating leads was creating new contacts in dynamics and didn't know the prospective clients email address, which is a required field, so she was using her address for each one of them.  Since she is a recipient of the internal email it was creating an activity record for each of those contacts that she used her work email address in.  So, dynamics wasn't really sending our internal email to our external clients, but instead it was recognizing her email address and dropping in a new activity record for each of those contacts.

    Looks like more training is required for her.  LOL


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    Scott Glisson
    CRM Administrator/Business Analyst
    Randall-Reilly, LLC
    Tuscaloosa AL
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