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Microsoft Dynamics CRM (Archived)

Replying on an e-mail in a case, regarding not set

Posted on by 40

Hi

I’m running v9

I do a reply from an e-mail attached to a case.

When the reply e-mail appears the regarding is not set. In then end, when I have sent this reply, it will not exist on the case.

If I do the same thing in v8.2 I get the case set on the regarding field (as is used to) and everything works nice.

Is this any new function that I don’t know of or is it a bug? 

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Replying on an e-mail in a case, regarding not set

    Hi ThomasBrahn,

    yes, that is a subgrid ...

    In the past i meet such behaviour, probably is a bug.

    You could achieve you goal using a script on onload method of email:

    function OnLoad()
    {
    	if (Xrm.Page.ui.getFormType() == 1)
    	{
    		var querystring = Xrm.Page.context.getQueryStringParameters();
    		var createfromtype = querystring["_CreateFromType"].toString();
    		var createfromid = querystring["_CreateFromId"].toString();
    		
    		var partylistarray = []; // new array
    		partylistarray[0] = {}; // new object
    		partylistarray[0].id = createfromid;
    		partylistarray[0].name = "SOURCE CASE (AUTOGENERATED)";
    		partylistarray[0].entityType = createfromtype;
    		Xrm.Page.getAttribute("regardingobjectid").setValue(partylistarray);
    	}
    }

    I write it down in a while, forgive me if you find some error.

    Please let me know if you solve.

    If you found the answer helpful, please mark as Verified 

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    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • ThomasBrahn Profile Picture
    ThomasBrahn 40 on at
    RE: Replying on an e-mail in a case, regarding not set

    Hi

    I open the case, in the case I open one e-mail within the social pane (activity list), I press reply in the e-mail.

    When i do this I don't get any regarding in the new e-mail to the case

    /T

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Replying on an e-mail in a case, regarding not set

    Hi ThomasBrahn,

    please let me know if you are replying creating new mail from a subgrid.

    Thanks

    Francesco

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • ThomasBrahn Profile Picture
    ThomasBrahn 40 on at
    RE: Replying on an e-mail in a case, regarding not set

    Thanks for the answer

    I have tried this function in 2 different online environments and got the same result in both.

    When I tried this function, I had the security role System Administrator.

    Only to verify I used another user with the Sales Manager security role and I got the same result

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Replying on an e-mail in a case, regarding not set

    Hi ThomasBrahn ,

    the only issue i could imagine is linked to role: have you got privileges append and append to either in case and activity entities?

    Please let me know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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