Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
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 

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to set contextual from email address

    Hi Tim,

    Please let me know whether your problem could be solved.

    Regards,

    Clofly

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans