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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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YUN ZHU 95,748 Super User 2025 Season 2 on at

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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

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CU05061853-0 184 on at

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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.

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CU05061853-0 184 on at

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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.

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Khushbu Rajvi. 20,647 Super User 2025 Season 2 on at

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are you talking abt this wizard?

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CU05061853-0 184 on at

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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.

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CU05061853-0 184 on at

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Is anyone else experiencing this?

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CU05061853-0 184 on at

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

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Khushbu Rajvi. 20,647 Super User 2025 Season 2 on at

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

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CU05061853-0 184 on at

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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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