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invintern
Helper II
Helper II

Contacts uses 1 email address for business regarding 2 different Accounts

Hi,

 

My organization has a handful of people who are Contacts that are on the BOD of more than 1 Account. As such, the CEO from Firm 1 sends us emails both about the company he leads using the same email address as his business dealings from Firm 2.

 

His domain is [CEO]@firm1.com and he uses this same address when communicating with us about Firm 2.

 

Subject line: '[Firm 2] Gains Summary' from ceo@firm1.com

 

The ideal solution would be to convince these people to organize their correspondence for our sake.

 

Alternatively, I was hoping I can create a Dynamics 365 Connection (or something, I am here for advice) that indicates a Contact has more than 1 associated Account. If so, I thought I might be able to run a weekly Flow that that:

 

1. Lists Contacts

2. Filter by Contacts who have a Connection

3. List of Contacts is now maybe 6 people big

4. Then, read the email header to try to match it to the correct Firm.

 

In the above example, I want that email to appear in Firm 2's Timeline. 

 

I am pretty early into it and about the head out for the week, so I expect to be back thinking about this something next week.

 

First, I am simply trying to see what Connection- or Relationship-related data might look like from this List Rows. Immediately, I am not finding any Fields/Columns that are obviously what I am looking for.

 

invintern_0-1651100664750.png

 

 

Any input?

2 REPLIES 2
VictorIvanidze
Community Champion
Community Champion

I guess there is no way to ask this CEO to use ceo@firm1.com and CEO@firm2.com addresses?

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invintern
Helper II
Helper II

That would be the ideal solution, I agree. 😁

 

Unfortunately, this is not an option.

 

If you have any other suggestions, please let me know.

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