Hi Everyone,
I am working with the out-of-the-box Outlook integration for Dynamics 365 and I need to add a validation when a user tracks an email from Outlook.
Requirement:
While tracking an email, I want to validate that:
The Recipients (To/CC) are only contacts related to the selected Regarding Account.(example of validation)
What I’ve tried so far:
Client-side JavaScript: Not possible because Outlook uses managed/system forms, so custom JS cannot be added.
Server-side plugin on Email create:
The plugin works correctly and throws a validation error in the Dynamics 365 UI.
However, this does not prevent the user from sending the email from Outlook—the email is already sent before the CRM record is created.
Issue:
Since the email is sent first and then tracked, server-side validation cannot stop the send action. I need a way to block or warn the user during recipient or regarding selection, not after the email is already sent.
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