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Microsoft Dynamics CRM (Archived)

Send email from account or contact email

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Posted on by 15

I created an action which sents email from user account. It works fine. However, I would like to send email from e-mail which is not assigned to any user but I can't create a new user because of license limitations.

I see it's possible to set account or contact as sender in "from" field:

2541.screenshot.png

I wonder how Dynamics knows credentials for email which is entered in account or contact entity.

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  • AltAlt Profile Picture
    15 on at
    RE: Send email from account or contact email

    Kokulan, CRM 2016 allows to choose account and contact as sender:

    8272.screenshot.png

  • Suggested answer
    Kokulan Profile Picture
    18,054 on at
    RE: Send email from account or contact email

    Hi

    You can only have a User or Queue in the from field. You cannot even have a Team in the from field.  I am not sure how you managed to select Account in there but please see my screenshot

    1348.ScreenClip-_5B00_179_5D00_.png

    For a record to be in the From field, it will have to have a mailbox on exchange. An account or contact or any entity other than User / Queue wont have a mailbox on Exchange and its for this reason you wont be able to select a contact or account for From field.

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