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Microsoft Dynamics CRM (Archived)

auto populate the email

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Posted on by 2,409

I am looking to populate the email address automatically for customized entity. For example, when open account, click activity -> email, the user's email gets auto populated, like the below, that is achieved from JS, or it is built in setting?

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  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,694 on at
    RE: auto populate the email

    Hi,

    When you click New Email from your custom entity, I assume the custom entity is being set as the Regarding object? Are you trying to make your custom entity an email recipient like a contact, account or lead? If so, I /believe/ you want to click 'Sending email (If an email field does not exist, one will be created) † ' on the customizations. Just a warning, this can't be undone. I'd suggest trying this is a test environment naturally.

    When you enable that option, it will enable the Send Direct Email button on your custom entity, and you'll click that to get an email to your 'custom entity', to the email on the record.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

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