Making an entity enabled to send emails in Dynamics 365 and it’s existing email fields – Gotchas!

After my last blog on canvas app and OPEN API, I would say this one is pretty basic. However time and again I keep hearing kind of similar questions based on this topic and hence I thought of penning this blog.

Well there are two questions usually that I face.

  • How do I make my custom entity email able?. In other words, how can I select my custom entity in the To, CC, BCC section of email?

  • If I have more than one email field already available before I enable this setting, which one would it take while sending email?

Well the first one is quite easy and I think majority of us know this. In case you are unware, you need to go to the Entity Settings and then enable the checkbox “Send email to Entity”

image

Well above is a view from the new powerapps admin center. In case you are still working on the old version, this is what it would look like.

image

Well you may be thinking what’s new. After all this is know. When we select this option, a new field of format  “Email” would be created and that will be used to receive emails from CRM.

Wait..but what about the second question?

Well in that case, the email field which was created first would be used for sending the email.

Small one but next time if someone pops this question, you can just steal the show by letting out this small secret.

Hope this helps!

Debajit Dutta

(Dynamics MVP)

For consultation/ corporate training visit www.xrmforyou.com or reach out to us at info@xrmforyou.com

Our product offerings:

Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)

CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)

Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)

Multiselect picklist for Dynamics 365 (http://www.xrmforyou.com/multi-select-picklist.html)

Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 12 years of experience in Microsoft .NET Technologies and 9 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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