web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
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

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: After clicking email icon, open an email quick create form and not Outlook email

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the October Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 61 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 52 Most Valuable Professional

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 52 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans