Automatically assign a Mailbox Queue to "From " field in an email instead of user's name

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Posted on by Jolas365

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Hello CS Experts,

I have asked a similar question before but was not able to get a working solution so I am posting this again.

My scenario is I have two service agents : A and B.

Service agent A is a member of Alpha queue and B is a member of Bravo queue.

When Service agent A sends out an email from CRM, the "From" field of the email should contain "Alpha" instead of Service agent A name.

When Service agent B sends out an email from CRM, the "From" field of the email should contain "Bravo", instead of Service agent B name.

If you have had this scenario before, how did you implement it?

Thank you very much!

Regards,

Jolas365

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Hi Jolas365,

Have you tried to use JS to achieve this? Add an onload and onchange event to check the sender. If the sender is Alpha then get this user's id to query the queue he is in. Finally, clear the “From” field and set its value as Alpha queue.

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Jolas365 235 on at

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Hi Steve,

Thanks for your prompt reply. I might be asking too much, but, do you have the actual JS codes, please.

Thanks

Jolas365

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Hi Jolas365,

Please try this:

function onload(executionContext){
debugger;
var formContext = executionContext.getFormContext();
var clientUrl = Xrm.Utility.getGlobalContext().getClientUrl();

var sender = formContext.getAttribute("from").getValue()[0];
if(sender.name == "System Administrator"){
var senderid = sender.id.replace('{','').replace('}','');
console.log(senderid);
var uri = clientUrl + "/api/data/v9.2/systemusers(" + senderid + ")/Microsoft.Dynamics.CRM.RetrieveUserQueues(IncludePublic=false)";
var request = new XMLHttpRequest();
request.open("get", uri , true);
request.setRequestHeader("OData-MaxVersion", "4.0");
request.setRequestHeader("OData-Version", "4.0");
request.setRequestHeader("Accept", "application/json");
request.setRequestHeader("Content-Type", "application/json; charset=utf-8");
request.onreadystatechange = function () {
if (request.readyState === 4) {
debugger;
var queues = JSON.parse(request.responseText).value;
queues.forEach(function(item){
if(item.name == "Default Queue"){
var lookupVal = new Array();
lookupVal[0] = new Object();
lookupVal[0].id = item.queueid;
lookupVal[0].name = item.name;
lookupVal[0].entityType = "queue";
console.log(lookupVal);
formContext.getAttribute("from").setValue(lookupVal);
}
})
}
}
request.send();
}
}

My test:

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Jolas365 235 on at

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Hi ,

You are a Superman! This is working. Thank you ever so much!

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Jolas365 235 on at

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Hello Steve,

I just found out from my testing that this will work only when users are assigned to the root Business Unit. When a user is under a Child BU, the code stops to work yet there is no error.

Regards,

Jorge

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Kae 150 on at

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Hello, can you help me where I should enter these codes?

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