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Customer experience | Sales, Customer Insights,...
Answered

New Appointment Required field email

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Posted on by 48
Hello everyone,
 
I am trying to create New appointments from Activity > New Appointment 
 
When i search and select the candidate , the appointment is going to his/her Primary email address. However, i would like the email to be sent to his secondary email address.
 
 
Email Address is the primary.
Email is the secondary
 
how can i do that?
Thank you
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    Please refer to the following blog:
    By default, CRM will send E-mail to “Primary Email Address” for Accounts, Contacts and Leads. Sometimes we may need to send the E-mail to “Secondary Email Address” (or) “Third Email Address”.
    You can achieve this with some customizations and Plug-in. 
  • barbarbar Profile Picture
    48 on at
    is there a video on how to do this ?
  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
  • barbarbar Profile Picture
    48 on at
    @Leah Ju  thank you so much for your help. unfortunately, i'm a beginner with D365 development and this is hard for me to accomplish. the links and the video does not contain a step by step. it's assuming that i'm a developer or something.
     
    I appreciate your help on this. you are the only one answering me.

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