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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / After clicking email i...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

After clicking email icon, open an email quick create form and not Outlook email

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Posted on by kcpacker85 160

Good Day All,

I have an issue that is driving me crazy with our D365.  On Opportunity form, we have a quick view form for Contact w/ Phone and Email.  When I'm on a Opportunity and click the Phone icon next to the phone number, a Phone call quick form opens.  But when I click the Email icon next to the email address, it launches an Outlook email outside my CRM.  Is it possible to have the icon launch an Email quick form instead so I can save for later it or send it out of CRM and not from Outlook?

pastedimage1642793525239v2.png

Thanks

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi kcpacker85,

    This is OOB behaviour and it can not be customized.

    You can utilize timeline to create Email, which can open email form in CRM.

    pastedimage1643006574104v5.png

    The 'contact' can be filled in 'To' field automatically after clicking it in timeline.

    pastedimage1643006938259v6.png

    If you want to open 'Quick create form', you need create a new 'Quick Create Form' for the email, and add the form to the app you are using.

    Go Settings > Customizations > Customize the system > Entities > Email > Forms to create new.

    pastedimage1643007085772v7.png

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