Hi.
Is there any workaround to display Email messages on a Lead/Contact form without completing the field Set Regarding?
My users are getting the emails in CRM by using the Track button in Outlook, but they don't have time to use Set Regarding with so many extra clicks.
I want to display in the subgrid every email that has the Lead/Contact name in the "To:" or "From:" fields.
Thanks.
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Hi,
you might use this approach:
community.dynamics.com/.../show-all-related-activities-in-a-subgrid
Hello Adrian,
My idea is to use a subgrid filter to get the emails
Add a subgrid with:
1) Records - "All Record Types"
2) Entity - "Email Messages"
3) Default View - "All Emails"
And after that attach your javascript resource(filter function) to Form OnLoad event.
How to do a subgrid filter -> please refer to this link - mahadeomatre.blogspot.bg/.../dynamically-filter-form-sub-grid-to.html
Best Regards,
Lyubo
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André Arnaud de Cal...
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