Viewing Emails as conversations on the Activity Timeline in D365 CE

When you have Timeline and you actually use it to check related Activities, won’t it be really cool to see which emails are in a chain? Like which ones are a part of the conversation?

Well, that’s exactly what this little but extremely beneficial feature let’s you do.

Now, can you tell, by just looking at the below Activities that have come in and arranged sequentially (traditionally)?

distinctEmailViews

In the pic above, they are all a part of the same email chain but have come at different times so appear distinct and you can’t easily make out that they actually are a part of the same email conversation.

So now, you can now view Email activities as conversations on the Activity Timeline!

Personal Settings

  1. Open your Personal Settings in D365 CE and go to Email tab as shown below. Look for ‘Show emails as conversation on Timeline‘ feature and turn it on.
    setting

Viewing Emails as Conversations

Now, it’s pretty easy to look at activities that are a part of the same email conversation. And they are denoted by a visual cue that indicates they are chained together –

inConversationEmails.png

Note: This feature is available only on the Unified Interface and won’t be available on the Timeline on the classic UI.

 

Hope this quick tip helped!

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