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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to restrict options for "Send Direct Email" dialog

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Posted on by 367 User Group Leader

When using the "Send Direct Email" feature, it opens a window with an option to send a bulk email to "Selected records on current page", "All records on current page", or "All records on all pages". 

I'd like to lock this dropdown, so users cannot change it from "Selected records on current page". Does anyone have an idea of how to accomplish this?? 

Send-Direct-Email-Options.png

The reason for this request is we want to prevent any of our users from sending an email to our entire customer base, whether intentionally or accidentally. The feature is very useful, but it's too risky for us to enable it if they can send to the entire view of "All Contacts".  

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,064 on at

    Hi,

    Unfortunately, the dialog is not a form which can be customized.

    pastedimage1632991833658v1.png

  • Suggested answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hi Chad,

    unfortunately, this is standard behavior and cannot be changed. I recommend creating a support ticket and see if it is possible to change this.

    Good Luck !

  • ChadAlt Profile Picture
    367 User Group Leader on at

    I figured as much, but I wanted to check with the community before going to Microsoft.

    Thanks!

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