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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

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Posted on by CU05061853-0

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Hi everyone,

The email editor in BC Cloud 24.2.20227.20460 has stopped opening when using the Create Interaction feature, despite Wizard Action being set to Open.

To replicate, just create an interaction for a contact (either from contact card or opportunity), and use an interaction template that has Wizard Action set to "Open". Previously, this used to open the email editor prior to sending the email, which I believe is the point of having Open as an option; but now, it just skips that and sends the email instantly...

Is anyone else experiencing this - because of the updates perhaps - or am I the only one?

We would use the Send Email function instead—however, the standard Word templates using other entities (Contact, Customer, etc) do not offer current user as a data source, whereas with Interactions we can use the User related entity of the Interaction Merge Data source entity, making Send Email not ideal, among other reasons.

Appreciate any suggestions!

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Dynamics 365 Business Central

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CU05061853-0 178 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

The suggestion in that referenced old thread is what I am describing and unfortunately it is not producing the expected outcome, the way that it previously used to.

To replicate, just create an interaction for a contact (either from contact card or opportunity), and use an interaction template that has Wizard Action set to "Open". Previously, this used to open the email editor prior to sending the email, which I believe is the point of having Open as an option; but now, it just skips that and sends the email instantly...

Its the ‘Create Interaction’ function, which can be run from the Contact Card page (5050, ListPlus), as pictured below, or from an Opportunity Card page (5124, Card). Previously, when running this ‘Create Interaction’ function, and selecting a template that has Wizard Action set to ‘Open’ for Email, the email editor (13, Document) would open before actually sending the email. Now, it just skips the email editor step and is sending the email directly without prompting the user for any changes.
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Khushbu Rajvi. 17,498 Super User 2025 Season 1 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

Check this: https://community.dynamics.com/forums/thread/details/?threadid=d0383bc4-bd4b-4a6c-bf80-0c49e8bbaeb3
CU05061853-0 178 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

Over 8 months later, this is still an unresolved issue in BC. Does anyone know how to re-enable this feature/expected behavior?
CU05061853-0 178 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

Is anyone else experiencing this?
CU05061853-0 178 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

Yes, the ‘Create Interaction’ function, which can be run from the Contact Card page (5050, ListPlus), as pictured below, or from an Opportunity Card page (5124, Card). Previously, when running this ‘Create Interaction’ function, and selecting a template that has Wizard Action set to ‘Open’ for Email, the email editor (13, Document) would open before actually sending the email. Now, it just skips the email editor step and is sending the email directly without prompting the user for any changes.
Khushbu Rajvi. 17,498 Super User 2025 Season 1 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

are you talking abt this wizard?
CU05061853-0 178 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

I am replying again as this post had been temporarily taken down by MS so my last reply may not have been seen. Please could anyone provide some assistance with this? Thank you.
CU05061853-0 178 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

It’s not the ‘Create Interaction Template’ function, but the ‘Create Interaction’ function that is the issue; it can be run from the Contact Card page (5050, ListPlus), or from an Opportunity Card page (5124, Card). Previously, when running this ‘Create Interaction’ function, and selecting a template that has Wizard Action set to ‘Open’ for Email, the email editor (13, Document) would open before actually sending the email. Now, it just skips the email editor step and is sending the email directly without prompting the user for any changes.
YUN ZHU 85,627 Super User 2025 Season 1 on at

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Email Editor No Longer Opening in Create Interaction, despite Wizard Action set to Open

Hi, If you mean the function below, I don't recall it being updated recently. If you could provide a screenshot of what's missing, that should be helpful.

Thanks.

ZHU