Setting the default from address when sending emails in CRM

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Posted on by MikeC282

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The context of my question is that a specific business in our organisation sends emails through CRM via a shared inbox. The mailbox for the shared mailbox is configured as a server side sync and working fine but when sending emails through CRM, the default from address is always the user's personal work email and they would have to manually change the from address to the shared one everytime an email is sent.

Is there a way to set the from address to default to the shared address as opposed to the personal one so that the user doesn't have to change it everytime?

Kind Regards

Mike.

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PS 23,577 on at

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RE: Setting the default from address when sending emails in CRM

Hi Mike,

you must create a queue for this mailbox. lets say Queue for Team 1 Emails

now add members to this queue, check necessary security roles of users.

Ask users to go to>>service>>queue items>>open an email/item and reply; now 'from' would be queue mailbox ID

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Raj2705 10 on at

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RE: Setting the default from address when sending emails in CRM

Hi Prashant,

I did as specified, but the FROM address defaults to the current user for the emails picked from the queueitems. in Dynamics 365 on-prem.

Anything missing ?

Thanks,

Raj.

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Harsha Asadi 10 on at

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RE: Setting the default from address when sending emails in CRM

same problem am facing it now in CRM 2016. please help for resoution

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MikeC282 2,171 on at

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RE: Setting the default from address when sending emails in CRM

I managed to do it with a javascript web resource that triggers on form load of the email. I put a lookup field on the case to queues and set that field during case creation to the queue it lands in and on form load I use the web API to check the regarding case's queue lookup value and set the from field to that with javascript on load.

I can share some dummy code with you if you want.

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Emilija_988 5 on at

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RE: Setting the default from address when sending emails in CRM

Hello,

I have the same problem when sending emails through CRM, the default from address is always the user's personal work email and they would have to manually change the from address to the shared one everytime an email is sent.

Now I haven't solution.

Could you share some code from javascript, please?

Thanks,

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yleclerc 1,549 on at

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RE: Setting the default from address when sending emails in CRM

Here is an example of a working script:

function setfromuser() {

var userID = "00000000-0000-0000-0000-000000000000";

var recordName = "Hopem Support";

var entityName = "systemuser";

Xrm.Page.getControl("from").getAttribute().setValue([{ id: userID, name: recordName, entityType: entityName }]);

}

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