Thanks in advance for the help.
I am trying to create a flow that sends emails to Primary contact of a case in Dynamics 365 using Power Automate.
I am not able to populate the email address for the user.
Please help
You could a couple of Get row by id actions to retrieve the data of the related tables (Accounts and Contacts).
Below is an example setup.
Use the Customer (Value) for Accounts and the Primary Contact (Value) for Contacts.
Related
I have the functionality to send an email when the case is created in Dynamics 365 and the regarding is set as the Case which is created.
But in Dynamics 365 App for Outlook, I don't see the regarding field tracked as in the below image:
Set Regarding In Dynamics 365 App For Outlook
Please share your suggestions on this issue.
Usually Tracking is just a clone/copy operation of Outlook object like Email/Appointment to avoid duplicate data entry in Dynamics side. So users will Track or Set Regarding in Outlook to ship that Email/Meeting into Dynamics as an Activity record. In the background, SSS will map the ExchangeId, CRMId for further handshakes. Moreover this is to see all activities in one place like Timeline or Activities view or regarding record.
What you are doing is sending out Email from Dynamics, this is going to be in Dynamics activities view/Timeline under regarding record. But you are not going to get the reverse behavior in Outlook as its not originated there.
Even if you track it again in outlook - it won't recreate in Dynamics. I tested all these in my environment, the same behavior exists.
Further replies/forwards will be auto-tracked like Ankuser said.
Read more: Aaron's Blog series
You will get Tracked when you receive a reply to this email.
For use case Send email from some other user and ask this user to reply back to you in outlook. Once they reply back you will have tracked to particular case.
In Dynamics CRM Online, I have an entity "Account" and an Entity "Order Confirmation". Account can be related to the Confirmation by the following fields: Confirmation as Invoice Recipient OR Confirmation as Customer (Because an order can be sent to one customer, while another company recieves the invoice).
If the account is shared with a team / user, this user has to not only see the account, but also the account's order confirmations, but BOTH as invoice recipient AND customer.
Dynamics CRM allows me to configure only one cascading relationship between two entities, which has the effect, that after a share, the other user can only see either confirmations as invoice recipient OR confirmations as customer.
How can I work around this limitation?
Unfortunately the only way to solve your issue is usage of plugins/workflows.
Using Exchange 2013 and Outlook 2013, I need to have two separated contacts with same email address. What I've seen is once I create a contact with an email address, for the second contact (even though I choose to create a new contact instead of update the existing one) Outlook merges two contacts details.
Now the question is, is this doable at all? Can I have two or more contacts sharing same email address but having isolated details?
In fact, I'm using ews managed API to do this programmatically, but that doesn't matter because same thing happens by using Outlook directly.
Update: Looks like Outlook 2013 by default links contacts with the same email address. And according to this post Office Community the only way to stop that is changing a registry key!
Now I wonder if it's possible to stop this from Exchange side.
You can turn off Duplicated detection in Outlook in the Option-Contacts, in EWS it shouldn't be doing any duplicate detection, if the contact is in the GAL then it will resolve it to the GAL address. Generally in this case your creating a OneOff Email address for a contact you can ensure that unique by using a different display-name when your create the contact. eg
Contact contact1 = new Contact(service);
contact1.GivenName = "Fred";
contact1.Surname = "Smith";
contact1.EmailAddresses[EmailAddressKey.EmailAddress1] = new EmailAddress("fred smith1", "fsmith#domain.com");
contact1.Save();
Cheers
Glen
Do we need any permissions to send an email notification across the Distribution List email ID from CRM.
Please suggest
Thanks in Advance
It depends if you are running on-prem or online. If you have an email router (onprem) then in the email router configuration application you can set users to have outgoing and ingoing emails...I dont really understand your question though
I have a Created a campaign in the CRM. Now users register for this Campaign and the results are stored as CampaignResponse objects.
I need to retrieve the details of a particular CampaignResponse by a given Email Id.
Can someone please tell me how can i achieve this!!
Any help would be appreciated.
thank you.
Is your campaign response a response related to an email generated by a campaign activity?
If so, you just have to retrieve the campaign response with the originating activity that points to the Email Activity created by the Campaign Activity.