Is it possible to have email open in modal window out of Dynamics 365 CRM

(0) Share

Report

Posted on by SendsationsTech

When the sales rep opens an email for their customer, then email window opens and covers up the information about the customer they are writing the email to. They wan to be able to see the customer information at the same time they are writing the email.

I have the same question (0)

All responses (5)

Answers (0)

Sort by

Suggested answer

Torrado 1,270 on at

Like (2)

Report
Copy link

Link copied!

Hello,

Please check enhanced email: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-enhanced-email

As alternative option, you can open a record as modal dialog using navigateTo() JavaScript function: https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-navigation/navigateto

Hope this helps you.

Please mark the answer as verified if helpful. That will help others in future.

Was this reply helpful? Yes No
Suggested answer

Ran Zhang Microsoft Employee on at

Like (2)

Report
Copy link

Link copied!

Hi Sendsations,

This is another OOB approach to achieve your requirement that is to use Enhanced Email. It opens a modal window to edit email in current page as shown below.

Details please refer to

https://www.crmsoftwareblog.com/2020/06/dynamics-365-enhanced-email/

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-enhanced-email

Was this reply helpful? Yes No
Suggested answer

SendsationsTech 4 on at

Like (0)

Report
Copy link

Link copied!

Thanks Ran Zhang, this was the solution we went with as it solved their issue and was quick to do.

Was this reply helpful? Yes No
SendsationsTech 4 on at

Like (1)

Report
Copy link

Link copied!

Thanks Torrado, I need to check out in detail the articles you referenced as I they not only could be a solution for this issue but others in the future. I appreciate your response and expertise.

Was this reply helpful? Yes No
SendsationsTech 4 on at

Like (0)

Report
Copy link

Link copied!

Ran Zhang, This is working well for us, except some users are not seeing the enhanced email, they only see the legacy. I have had them restart their computer, browser, but still not seeing the new enhanced view. About half see the enhanced window, and half don't. Do you have any thoughts of something I can do to get it to show to everyone. I'm guessing it is some sort of caching that is going on. Thanks for any thoughts you have on this. And thanks again for this solution!

Was this reply helpful? Yes No