Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Preferred email incident(case) by case

(0) ShareShare
ReportReport
Posted on by 25

Hi, A scenario where contact has 3 email addresses and this contact has 2 cases and would like register on first case his 2 email address as preferred and on the second case he would like to register 3rd email as preferred. What's the best way to record preferred email case by case in this scenario in Dynamics CRM?

*This post is locked for comments

  • Verified answer
    Avatar Profile Picture
    Avatar 25 on at
    RE: Preferred email incident(case) by case

    Thanks for your advice Nadeeja.

  • Verified answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Preferred email incident(case) by case

    Hi Avatar,

    I would customise/configure a solution something like below.

    1. Create a Quick View From and drop it on Case Form, so that the user can see the email addresses

    2. Create a custom OptionSet field to select the Preferred Email address (i.e. 1, 2, or 3)

    3. Create a plugin to send the email using the selected email address specified in Case record's new OptionSet.  You'll have to create an ActivityParty object and use AddressUsed property.

    mostlymscrm.blogspot.com.au/.../sending-emails-to-specific-address.html

    www.toplinestrategies.com/.../addressing-emails-alternate-address-ms-crm

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,432 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans