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From address from name default

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Posted on by Community Member Microsoft Employee

Hello,

When creating a marketing email the from name and from address is the name of the user who created the email. Is it possible to change the default individually per Business Unit? I see a risk that at some point we will forget to change the from name and address .... and send out an email in our name to all customers.

Best,

Nadine

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Community Member Microsoft Employee on at

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RE: From address from name default

Hi, Thanks a lot! But unfortunately I am no Java script expert :/ Isnt there a real clean solution from Microsoft somewhere and maybe I have no idea that it exists :)? But I will ask some developers, maybe they can have a look and implement it for us :) Thanks a lot anyway!

Best, Nadine
cloflyMao 25,202 on at

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RE: From address from name default

Hi Nadine,

Could the solution work for you?

Regards,

Clofly
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cloflyMao 25,202 on at

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RE: From address from name default

Hi Nadine,

You could run a custom JavaScript function at OnLoad event of marketing email form to populate "from name" with business unit name of current user, and "from address" with a concatenated email address with bu name.

function autoPopulate(executionContext) { var formContext = executionContext.getFormContext(); var globalContext = Xrm.Utility.getGlobalContext(); var currentUserID = globalContext.userSettings.userId.replace(/\{|\}/gi, "").toLowerCase(); Xrm.WebApi.retrieveMultipleRecords("systemuser", "?$select=fullname&$expand=businessunitid($select=name)&$filter=systemuserid eq '" currentUserID "' ").then( function success(result) { for (var i = 0; i < result.entities.length; i ) { var businessUnitName = result.entities[i].businessunitid.name; formContext.getAttribute("msdyncrm_fromname").setValue(businessUnitName); var originalFromAddress = formContext.getAttribute("msdyncrm_fromemail").getValue(); var domain = originalFromAddress.substring(originalFromAddress.indexOf("@") 1, originalFromAddress.length); formContext.getAttribute("msdyncrm_fromemail").setValue(businessUnitName "@" domain); } }, function (error) { console.log(error.message); } ); }

Steps to add the custom function:

1. Top right gear icon > advanced settings > customizations > customize the system

2. Entities > Marketing email > Forms > Designer

3. Form properties: add custom JavaScript library > enable the custom function at OnLoad event of form.

Both of two options are required to be checked:

4. Save and publish the form.

Result:(I changed the real business unit name to sample name.)

The From name will be set to business unit name of current user.

The From address will be set to a concatenated email address with bu name and the original domain.

Regards,

Clofly