I'd like to add the deliveryreceiptrequested attribute to the email entity form. It's not shown on the list of fields and I don't see on the standard email form. Is this possible?
As far as I know, the deliveryreceiptrequested field is only populated thru the Outlook Client, and is only used by Outlook itself. This field is only in the Email Entity for information purpose and is not handled by CRM itself.
Also, the only way I know that this attribute is used, is thru the Outlook Client... maybe this will be handled in CRM 5?
Related
I have a process which triggers when a case is assign, the process send an email to the case owner with the content of the case which also include a dynamic link to the case assigned. I could achieve it in CRM 2011 however I don't see any option to insert dynamic link in CRM 365. Any help on this would be really appreciated.
Using template in workflow does not have this hyperlink option, but direct Email message will have.
Refer this community discussion for the different implementation ideas.
Dynamics CRM OOB does not support adding Record URL (Dynamic) to email template!
There is workaround, by adding a new custom field to the case entity, then create a workflow to fire on case create which updates the new field to be a Record URL (Dynamic), then simply add this field to your email template and attach the email template to your workflow
We have an enterprise web api that generates a custom coupon barcode for based on customer id or email.
The Dynamics 365 email activity can send out rich emails; we want to insert custom barcode image into the email.
I have already added a button to this ribbon of this page so that it call open a popup window that can execute my javascript.
But I need to get the email address of the recipient in the "To" field of the email. How do I get this field?
When you are opening the popup, you can send the contact detail in param. Or you can read the parent form fields like discussed here based on your implementation.
Either way, you have to get the activity party list from To field & again you have to make a service call to pull email address. Because only Id & Display Name will be readily available in party list or lookup. Everything else has to be retrieved from server.
I would like to add a subgrid to a custom entity's form that shows the sent emails that background workflows have sent when certain actions occurred on the form.
How do I do this? Are emails already related to their entities or do I have to create a lookup relationship to the email entity?
You could use the regarding (regardingobjectid) field in the email entity. To use this lookup, you need to set the "Activities" checkbox in the configuration of the entity.
When a background workflow (CRM UI) send email for an entity, it automatically sets the RegardingObject as that entity record.
Associated views: You can see the Open items (Draft emails) in Activity & finished items (Sent emails) in Closed Activities.
You can show the same view or only outgoing emails in a subgrid with little efforts.
We made a new field in the Lead entity in CRM and made it required.
We're trying out the CRM for Outlook add-in and when we convert to a Lead, it asks for Surname, Company Name, email etc. but not our required field. This means that when you hit Save as Lead, it fails as the entity is looking for our custom required field to be there.
Is it possible to change the form that Outlook shows? I would have hoped any customisations would have surfaced automatically through this form since CRM allows you to customise the entities.
OK, it turns out that Outlook actually does bypass any custom fields which you've made required. It was the plugin I had which was throwing the error as I was expecting it to be populated, whereas Outlook leaves it alone. A quick check works fine
We're using the web interface or Dynamics CRM. We would like to change the email form based on the direction of the email.
E.g. if the direction is incoming, rename some labels, maybe hide a field, display the Actual Start as "received" etc.
Is there any way to do this without adding code to the solution?
No,
You will always have to add code for your requirement.
The easiest way is adding JavaScript to a form. Form Scripting CRM 2011
It's basically add a webresource containing your JavaScript code and then adding it to the form.