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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Create an email activi...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Create an email activity in Dynamics 365

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Posted on by a2z 129

We have workflow in the ribbon that uses a Flow to create an email.

An example of an email created is shown below.

2867.pastedimage1604913262075v1.png

The email is sent to an external client.

The question is what email address should be specified in the "TO" address?

We have been told that in order to send an email on behalf of the user, the "TO" address must be a Dynamics 365 user with a mailbox.

Does it have to be a D365 user?

Can it be a shared mailbox?

If it is user, I can set the "Email on behalf of some" in the User Setting but for a shared mailbox, I can't turn that specific setting.

Is there another way to send that email without specifying a D365 user in the "TO" address?

Note that we Server Side Synching and D365 App for Outlook.

a2z

 

I have the same question (0)
  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi a2z,

    The To field should be an already verified mailbox, it doesn't have to be a D365 user, it can also be Lead, Contact or Account etc.

    In other words, this mailbox must have already existed in D365. If it is a new unverified mailbox as the value of To, a red exclamation mark will appear.

    To remove this restriction, please go to Settings > Email Configuration > Email Configuration Settings, select "Set To,cc,bcc fields as unresolved values if multiple matches are found in Incoming Emails." to Yes.

    7080.pastedimage1604917321403v1.png

    4520.pastedimage1604917459424v2.png

  • a2z Profile Picture
    a2z 129 on at

    Hi Lu

    Thanks for you response.

    I am actually referring to the "FROM" address.

    Does the from address needs to be a user in order to send email on someone's behalf?

    Can that FROM address be a shared mailbox, for example.

    Can it be a Team mailbox?

    a2z

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi a2z,

    "FROM" address can only be a user or queue, so if you would send email from a group not an individual user, you can select a queue for Form.

    Please refer to the steps in

    1. https://community.dynamics.com/crm/b/meganwalker/posts/automatically-send-emails-from-a-queue
    2. https://alphabold.com/dynamics-365-queues-to-control-the-routing-of-emails/

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