{Quick Tip} Restrict From Lookup in Dynamics 365 email to only queue–Without addCustomFilter or Unsupported Jscript

This is an old topic which is getting discussed since CRM 2011 or I think even before that. You must be wondering, why I am digging out history here. Well there has been so many blogs written about this.

So what’s the problem statement here?

Recently my customer wanted that whenever an email is being sent from Dynamics, it only needs to be sent through Queues. In other words in the From Lookup of the email, the user should not be able to select self or any other user from CRM.

So there are basically two steps to it. Since from is a multi-entity lookup, it shows both the user and queue when user tries to select.

So the first thing needed is to stop the user from selecting the user entity and the next is to stop the user from selecting any user record in from.

To achieve the first problem statement, so many blogs have been written but they use unsupported Javascript to meddle with the UI element and disable the dropdown. We will not do that here.

The other option, supported way, is to use the addCustomFilter. But with that, even though you stop from selecting a user, still the Entity selection of User/ Queue is available.

So wanna try something new? Let’s do this.

  • Create a solution and add the Email entity to it. While adding the entity, to keep the solution simple, just add the from field to it (only for CRM 2016 and above. Prior versions, you are not luck to choose the options)
  • Export the solution as Unmanaged
  • Unzip the solution. You should see three file
    • Customization.xml
    • Solution.xml
    • [Content_types].xml
  • Open the Customization.xml in a XML editor of your choice and navigate to the section where the From field is present.

image

  • You may find the unmodified=”1” in the attribute element as well as Email entity element. Remove the tags. Otherwise any changes you make here may not reflect in CRM once you import back.
  • Scroll down a bit and you will see the section with the LookupType tag.

image

  • Remove the entire element corresponding to 8 (Type code for user). Your final XML should just contain the one LookupType tag with Queue (2020).
  • All set and done, select the three files and re-zip them

image

  • Re-import the solution and publish all customizations.
  • Now go back to your CRM email. Try to select “from”. And get the delight. Now entity selection is disabled and you are just left with selecting the queue.

image

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s