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Hi,
does anyone know if we are able to edit the Send Direct Email Quick Form:
regards
Martin
Hi Leah Ju ,
thanks for the information, I wanted first off to verify that we were not able to customize the form. They wanted to add another field to the form as I understand for some logic like a date for a reminder.
But i try to figure out some other solution for that
thanks.. :)
regards
Martin
Hi Martin,
Unfortunately, you can't edit the 'Send Direct Email' Quick Form currently.
It is used to send the same message to multiple recipients using an email template. you can use workflow/flow to replace it.
In the workflow/flow, you can easily send emails through email template to selected contacts:
https://www.azamba.com/2017/06/05/how-to-email-notification-workflow-in-microsoft-dynamics-365/
https://www.inogic.com/blog/2020/09/power-automate-send-an-email-using-the-email-template-part-2/
Alternatively, you can do some other customization that you need in your workflow/process.
Can you elaborate on what kind of changes you want to make and what you want to achieve?
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