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How to Find the Date of an Email Activity Tracked in CRM

Post Author: Joe D365 |

The Track in CRM feature with the Outlook client is one of the most used features in Microsoft Dynamics CRM. PowerObjects has numerous blogs already published on various tips and tricks on CRM and Outlook integration, but today we'll focus on a tip to figure out the actual date or timestamp of an email activity record and how that relates to tracking in CRM.

As soon as an email is sent or received, it is up to you to track it in CRM. Typically, the timestamp is recorded when you perform this action—in other words, when you click on an email. However, if an email was sent last week and you Track that email in CRM today, CRM will timestamp it to your current date and time.

Essentially, CRM thinks of the Created On date as the date the record was created in CRM, NOT the day the user created the record. Hence, if you want to know the date when the email was sent, you'll need to look at the Actual End field. The Created On field is populated by CRM when the email is created or tracked in CRM. This will always reflect the time when the email record was actually created in CRM—the moment the email was tracked in CRM.

If you have these columns configured on your email activities view, you'll see the difference, shown below:

Email activity tracked in CRM

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As always, stay tuned for more tips and tricks from Dynamics CRM world. Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

4 comments on “How to Find the Date of an Email Activity Tracked in CRM”

  1. This is a handy posting. I had been sorting my emails by create date but I think Actual End is more useful. It would be nice to have the time on Actual End in addition to just the date. Do you know if there is a field that gives us the time as well so we can get more accurate email sorting?

  2. @bca27bb1b1a9853aebb59cd33f962bbd:disqus: the Actual End field is of 'date and time' type. When you only see a date on your form and no time, the only thing you'll have to do is change the format of the field. While customizing the form, doubleclick the Actual End-field. On the Details-tab, click the Edit-button. Change the Format to 'Date and Time'.

    When email is stored in CRM, both the date as the time are stored in the Actual End-field.

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