Scenario 1, using automatic email to lead setting:
1. A lead has been automatically created from an incoming email,
2. The lead record does not display any email under activities of the social pane.
3. When the lead record is qualified and becomes an opportunity, then it does reflect the email under activities of social pane.
Scenario 2, converting email to lead manually:
1. We go to Microsoft Dynamics CRM > Sales > Activities.
2. Open an email record and manually convert it to lead.
3. The lead record does reflect the associated email under activities of social pane.
Expectation:
When an email is converted to lead automatically, the same email must appear in social pane of the lead record.
Comments
This also happens when you just track an email against a lead and don't set it regarding (i.e. via tracking all emails to the correct record). We actually lost a customer because of this. It's just ludicrous that you can see the email in the related activities but not in the activity pane. Clicking on the "from" field takes you back to the lead, but it doesn't display in the actvities pane!
Category: Account, Contact, Calendar and Activity Management
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.