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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to set contextual ...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to set contextual from email address

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Posted on by @iainwickscrm 52

Hi,

I can see how to set the contextual from to be the contact owner , but how do you set the from email address to be the owner.email 

thanks 

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  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at
    RE: How to set contextual from email address

    Hi Tim,

    You should firstly enable User entity to be synced to contextual editor in Settings > Advanced settings > Marketing data configuration:

    (Be aware of that we couldn't uncheck it back once we check it)

    pastedimage1574134631091v1.png

    Then we could add it with relationship: Owing User(Contact) -> User (it will automatically appeared after half an hour after enable the option)

    001x.JPG

    Result:

    pastedimage1574134791652v2.png

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,210 on at
    RE: How to set contextual from email address

    Hi Tim,

    Please let me know whether your problem could be solved.

    Regards,

    Clofly

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