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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?
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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?
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);
};
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/
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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