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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Send email as Activity...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Send email as Activity to all Contacts for Account

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Posted on by MM-01082236-0
Hello, very new to Dynamics, hopefully this is easy.
 
My organization is going to utilize the Customer Service workspace app to track the Stage of on-boarding with our service. The idea is to track all communications within the Activity Timeline. We are not utilizing Cases or Queues.
 
Each Account (customer) will have multiple contacts, I've successfully added a SubGrid to the Account pane listing all contacts for that account. When using the timeline of an account to send an email or Teams invite I'd like the recipients to be the contacts from the Account, or at least the suggestions. Flipping between the Account tab and the send email Tab to get my list of recipients is just one more thing I'd like to automate.
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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Maybe you can use power automate to send emails automatically.
    When you send email from account timeline, the regarding field of the email will be populated with this account.
    --You can use email created as trigger, and regarding type is account as filter:
    --List rows to get all related contacts:
    --Add a row to create emails for these contacts:
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Michael,
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?

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