Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to get the fields values of an outlook email (such as email address, subject, etc) from Dynamics 365 app for outlook?

Posted on by

Hello Guys,

Recently we are using the new Dynamics 365 app for Outlook (Dyn365 app) in my organization . Also we have a custom entity that we want to set regarding with a given email from our contact.

In order to do that I know that I need select an email of our contact in outlook, then I need to click on "Track" button (within the Dyn365 app), then click on "New" button(the one with plus sign), finally I need to select our custom entity from the "new menu" and outlook will load our custom entity's quick create form automatically.

Having said that, we want to get the contact's email address and subject from the email that we are working with and then set those values in our custom entity's quick create form within dyn 365 app

I know this is possible since the same behavior is happening in Contact's quick create form (this is an out of the box form, is not custom one)

ContactInfoWithoutEmail.png

Any help would be apreciated, thanks in advance.

*This post is locked for comments

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans