Hi,
I need to configure Dynamics to auto-populate the "To" field when sending an email from a custom entity. What is the best way to do this?
Hi,
I need to configure Dynamics to auto-populate the "To" field when sending an email from a custom entity. What is the best way to do this?
You should add this script in the Form Properties of the form that contains the lookup field to the onLoad event.
Where do I enter this code?
I was able to populate the field by using this script:
// *** Function to set a party list
function setToPartyList(fieldName, id, name, entityType) {
var party = Xrm.Page.getAttribute(fieldName);
// Create new array
var partlist = new Array();
partlist[0] = new Object();
partlist[0].id = id;
partlist[0].name = name;
partlist[0].entityType = entityType;
// Set array value
party.setValue(partlist);
};
Please how did you solve this probs with JS as i have similar request.
How did you achieve this?
I have a similar requirement. Could you please share the script?
I will really appreciate.
Тhank you for the answers. I was able to successfully do this with JavaScript code.
Hi,
You should write javascript code to achieve what you need.
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
Тhe request is to be able to send an email directly from the form of the custom table to the primary contact of the corresponding Account.
What is the most appropriate way to do this?
If you're composing an email from another record, you may be able to do it with field mapping.
If not, I think it can be done by customizing the form.
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