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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Copying the Enhanced Email form and restricting access through the model-driven app

(0) ShareShare
ReportReport
Posted on by 2,175

Hi all,

So I've been testing the new Wave 1 release for 2020 in my dev environment as I've got several javascript scripts that load when the email form loads. So I wanted to make sure the contextual email pop-up that appears in context of for example a case still calls the functions I've set on load of the email. So this all works well with the original Enhanced Email form. I then tried to save another copy of the Enhanced email.

pastedimage1583452120838v1.png

We'll call this form Enhanced Email - Test. I set the form to be visible by everyone as there isn't a specific security requirement to hiding the form.

pastedimage1583452177748v2.png

Even though there isn't a specific security role assigned to this form, I have custom Model-Driven apps for different teams within my company, which means I still want to ensure that if someone is using Dynamics in a specific model driven app I want only the Enhanced Email - Test to be visible and usable in that app. So I then opened the app editor and in the forms for the email ensured that only the copied Enhanced Email - Test was available for the specific app.

pastedimage1583452607509v3.png

This worked when we were only working with main forms of the interactive experience types but when I publish the app and attempt to create a email, the contextual email defaults back to the original Enhanced Email form as you can see below.

pastedimage1583452706328v4.png

You can also see that I can also select all the other email forms which I have not ticked for this specific model -driven app. It's really strange. I mean I could probably create different security roles and run the restrictions through that method but what's the point of the model-driven app builder's ability to allow you to pick and choose the forms if it doesn't work with the new enhanced emails.

pastedimage1583452855999v5.png

I have the same question (0)
  • Suggested answer
    Francisco Murtinheira Profile Picture
    Microsoft Employee on at

    Hello MikeC282,

    I did a quick test similar to yours on my trial, which is currently in wave 2, and while the form being shown is not the copy, I am unable to switch to any other forms.

    If you are still encountering this behavior I would advise you to open a support ticket with Microsoft, so that this can be investigated further, as it looks like it might be a product issue.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 162 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 134

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 55 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans