News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Role-specific email re...

Customer experience | Sales, Customer Insights,...

Suggested answer

Role-specific email recipients

(0) Share

Report

Report

Posted on by Community member

Hi everyone,

I was hoping we could find a solution for a problem that has been on my mind for quite some time.

My query:

I would like to set up the roles so that emails for a specific supplier go to different people depending on who is sending the email and what the email is.

For example, an AP clerk would send a remittance to Dave@Microsoft, but a Customer Services rep would send a Sales Order to Mike@Microsoft.

Is there any way to automate this? Am I right to approach it from a role angle, or would it be easier to do so by outgoing document?

Any ideas are welcome, as I'm honestly pretty stumped with it.

Thank you in advance,

Jack.

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Pradeep Rai 5,480 Super User 2024 Season 2 on at

Like (0)

Report

Role-specific email recipients

Hi,

You can try this by javascript.

Let's say you have created two roles as follows:

1. Sales Member
2. Customer Service Member

Now, whenever CRM users create the email then onload of form we will add javascript which will check the supplier contact based on regarding field of email.

Once found then with script we can set it on email to field.

Note: each supplier contact should have some uniqueness. so that we can identify it for different user.
For example. on supplier contact we can have a optionset which help us to differntiate between sales and customer service contact.

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,622 Super User 2024 Season 2

#2

Martin Dráb 230,354 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans