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Microsoft Dynamics CRM (Archived)

How to set From when creating an email in a workflow?

Posted on by 275

Hi Community,

Does anybody know how to set the From field when creating an email record in a workflow process?

The field is greyed out. When going to the form editor, the field is normal... not hidden, not anything special..

Could appreciate some help!

From-issue.png

From-issue-2.PNG

Thanks, Debbie

*This post is locked for comments

  • Debster25 Profile Picture
    Debster25 275 on at
    RE: How to set From when creating an email in a workflow?

    Hi Nithya,

    This only works if you can actually enter a value in the from field, which is excatly the problem, because I cannot.

    Someone else experienced the same problem and the solution is described here:

    community.dynamics.com/.../203704

    Regards, Debbie

  • Rutul Chauhan Profile Picture
    Rutul Chauhan 2 on at
    RE: How to set From when creating an email in a workflow?

    Check if field is disabled or not.

    Also check if from field is working if you create new email record directly

    Regards,

    Rutul

  • Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: How to set From when creating an email in a workflow?

    Hi Debbie,

    Refer the link below:

    https://itsolutions.bdo.ca/insights/how-to-create-an-email-notification-workflow-in-microsoft-dynamics-crm-2015/

    You can add the From field by clicking on the field From and int he right side, select the value for 'Set For' and click on Add. You can also provide a default value below.

    4251.10.png

    Hope this helps.

    Thanks

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