On creation of an email in CRM..

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Posted on by Community Member Microsoft Employee

On creation of an email in CRM, the company is pulled into the "To" field. If I wanted the "To" field to be defaulted to the "responsible contact" only when an email is created from within a case, how would I do this?

Business rules don't seem possible

Workflow is not an option

Mappings do not help

The only thing I can think of is some Java script and if this is the case, does anybody have the snippet of code needed?

Thanks. :D

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Community Member Microsoft Employee on at

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RE: On creation of an email in CRM..

Thank you. This worked although it does seem like a lot of code for something which you would expect to be much simpler!

Thanks Guido!
Community Member Microsoft Employee on at

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RE: On creation of an email in CRM..

Thanks Guido.

Responsible contact is a custom field which is on the case summary screen. The schema name is responsiblecontactid.

Thank you.
Community Member Microsoft Employee on at

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RE: On creation of an email in CRM..

Thanks Guido, I thought this might be the case.