Home » Dynamics » Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

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Introduction:

Email in Microsoft Dynamics 365 is one of the widely use feature to achieve the conversation with the customer as well as to keep track of the conversation happened with internal users.

Recently, we had a business requirement, where the user wants to pull some details from initial mail in replied email record.

Below is the scenario client wants to achieve:

Let’s assume we sent a below email “CRM: 005009”:

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

And wants to reply on the same email, so we clicked on “REPLY ALL” OR “REPLY” button. Now below email record would be created i.e. RE: CRM: 0005009”

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Here now we want to pull the Initial “CRM: 0005009” emails Queue Name in the replied email “RE: CRM: 0005009”.

So to track the initial email we looked into the field structure of “Email” entity and noticed the “Parent Activity Id” field which is a type of Email lookup and it has the Referential type of relationship with email entity.

So, we ran a query in advanced find to check the difference between both email records. As you can see in the below screenshot, there is look up of initial email “CRM: 0005009” is set on replied email “RE: CRM: 0005009” by using this field we can pull the details of initial email and set in the replied email.

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Below is the Referential relationship structure of Email entity for field Parent Activity Id”:

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Conclusion:

In replied emails, the Parent Activity Id field store the parent or initial email lookup which is useful to track parent email.

Hope this helps.

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2Eg8aBu
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