Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Delete Email or at lea...
Customer experience | Sales, Customer Insights,...
Suggested answer

Delete Email or at least Attachment but keep history in Timeline

(0) ShareShare
ReportReport
Posted on by crham
So I probably misunderstand the Timeline functionality.
 
I figured it was a history of activity with a record.
 
However, I found out that if I delete an email message, then the history of me sending that message to the client in the Timeline is also removed.
 
Why?
 
More importantly, how do I keep a history of email communications with customers without the attachments AND without having to pay for some add-on to move them for me?
 
 
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Delete Email or at least Attachment but keep history in Timeline
    1.Why?
    Although the documentation uses 'activity history' as a description, what is essentially shown is the active record itself, stored in the dataverse, and no additional records are created.
    If an email is deleted from the Dataverse, it naturally disappears from the timeline.
    In other words, if you want to show active records in the timeline, then they have to be stored in the Dataverse and cannot be deleted.
    2.More importantly, how do I keep a history of email communications with customers without the attachments AND without having to pay for some add-on to move them for me?
    You can directly delete email attachments without deleting the email message.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans