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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 Sales - E...
Customer experience | Sales, Customer Insights,...
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Dynamics 365 Sales - Email from Contact

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Posted on by YurasPol 10

Hello,

Could you please help me with the following situation:

I try to send an email from here:

pastedimage1676484174688v1.png

When I click on the button, Outlook is being opened and the wrong sender’s email is being chosen:

pastedimage1676484269041v2.png

But I want to write emails from the internal Dynamics email client:

pastedimage1676484369204v3.png

How should I change the settings to have the possibility to create emails inside the Dynamics app? 

Thank you in advance.

  • Verified answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

    Hi YurasPol,

    Usually, when we want to send an email to a contact, we create an email activity in timeline: 

    pastedimage1676513408206v1.png

    pastedimage1676513435283v2.png

    Of course, we can also use ribbon workbench to modify the button functions, which would be too complicated.

    And the original function of this button is also useful.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    That's oob behavior that can't be changed. The only thing I can think of is to create a PCF control that will open the dynamics email record instead of opening the email client.

  • YurasPol Profile Picture
    YurasPol 10 on at

    Hello Haig Liu,

    Thank you so much for your help!

  • YurasPol Profile Picture
    YurasPol 10 on at

    Hello Andrew,

    I am very grateful for your help.

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