Case email send as queue instead of individual - dynamically based on queue?

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Posted on by dvn92

Hi, the default behaviour when sending an email is for it to show as from the individual. I would like it to instead show as from the queue which the case is in. Is anyone aware of a way to do this dynamically based on queue?

I am aware there are some workarounds to create workflows or use JavaScript, but they do not dynamically set the queue. For context we have multiple queues so rather than sending "from" the fixed address of a particular queue I'd want the email to send as from the relevant queue the case is actually in?

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LeoAlt 16,331 Moderator on at

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Hi Partner,

You still could use JS to do this.

Please refer to the following code and add it on email form onLoad event.

function setQueue(executionContext) { var queueID; var queueName; var formContext = executionContext.getFormContext(); var regarding = formContext.getAttribute("regardingobjectid").getValue(); if (regarding != null && regarding != undefined) { var regardingType = regarding[0].entityType; var regardingID = regarding[0].id; regardingID = regardingID.substring(1, regardingID.length - 1); if (regardingType == "incident") { Xrm.WebApi.retrieveMultipleRecords("queueitem", "?$select=_queueid_value&$filter=_objectid_value eq " regardingID).then( function success(result) { for (var i = 0; i < result.entities.length; i ) { queueID = result.entities[i]._queueid_value; } Xrm.WebApi.retrieveRecord("queue", queueID, "?$select=name").then( function success(result) { queueName = result.name; var value = new Array(); value[0] = new Object(); value[0].id = queueID; value[0].name = queueName; value[0].entityType = "queue"; formContext.getAttribute("from").setValue(value); }, function (error) { console.log(error.message); } ); }, function (error) { console.log(error.message); // handle error conditions } ); } } }

And then when you create email from case timeline, the "From" will be set to the queue of the case automatically. It is dynamically, not special.

Best Regards,

Leo

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dvn92 65 on at

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Thank you this works perfectly!

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empath-e CRM 1,136 on at

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Hi leo zhang

We have just come across your response as we have hit the same issue too but it does not seem to work if you manually convert emails from a Queue to a Case as the Case is no longer referenceable in the Queue once it is converted. How does your fix reference back to the Queue the Case was generated from?

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Zap Objects 924 on at

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Hi Adam,

I think you will need to do additional customizations...probably save the queue email in a field in case...
and then load it when Email form is opened...

We have done something like this in Zap Helpdesk App too:
Blog: How New Enhancements (March 2020) to “Quick Email Reply” Section makes it faster for Support Agents to reply back to Customer when using Zap Helpdesk -Email to Case App for Dynamics 365 for Customer Service (link)

Blog: How to design a Customer Support process when using Dynamics 365 for Customer Service? (link)

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Ian_P 68 on at

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Great solution thanks.

If we wanted to use the queue from regarding object if there was a queue, and if not use the Created By Users Default Queue, would that be easy to add to this script?

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