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Dynamics 365 Community / Forums / Customer Service forum / How to set a default ‘...
Customer Service forum

How to set a default ‘From’ email address ?

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Posted on by Community Member

When users send email responses to customer queries their personal email address is displayed in the From field. How do we default this From field ?

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Case Management
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  • Suggested answer
    Kranthi Kiran Gullapalli Profile Picture
    Kranthi Kiran Gulla... 105 on at

    Hi,

    If you want the user team mail id to be 'From' rather than his personal email address, then write a 'pre-operation' plugin on Email entity where we can retrieve the Team of the context user and set the 'From' field.

    The above will be in effect in Save/Send of email.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    You can try witting some JavaScript to auto populate the queue in the from field. If you are using s user (not queue then you also need to consider the security permissions).

    You can refer below links for more details-

    community.dynamics.com/.../128020

    community.dynamics.com/.../173189

    community.dynamics.com/.../274673

    Hope this helps

  • Community Member Profile Picture
    Community Member on at

    Hi Kranthi,

    Surely there is a code free solution to this ?  Can we do same using a workflow ?

    Thanks,

    Shelley

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at

    You can ask users to change from to default user.

    Or you have to write java script as suggested by Ravi but it will be apply to all emails.

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