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Categorizing E-mails Uploaded from Outlook Plugin

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Posted on by Jason Brzoska

Hi-

My foundation moved to a Dynamics-based CRM system a couple of years ago, and are now trying to upload all of our letters to our grantees into our system from Outlook.

I would like to be able to classify those e-mails as different than other e-mails. I've created a dropdown field in which one of the selections is "Grant Letters," but because the e-mails are read-only, I can't assign that classification.

I tried creating a Grant Letters entity, but converting to that doesn't appear to be an option. Any thoughts?

Thanks,

Jason Brzoska
Newton and Rochelle Becker Charitable Trust

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cloflyMao 25,210 on at

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Hi Jason,

1. You can unlock form with javascript:

https://community.dynamics.com/crm/b/passiondynamics/posts/lock-all-fields-on-a-form-using-javascript-microsoft-dynamics-crm(setDisabled(false))

or do same thing by a Chrome extension: "Level up for Dynamics 365/Power Apps", it provides with a "God Mod" option, which is helpful to modify record that has been set to read-only status.

(Please open an email record with such URL: "orgURL/main.aspx?pagetype=entityrecord&etn=email&id=xxxx", or add a subarea for email entity in sitemap.)

Then you can edit a completed record.

2. For drop down issue:

Is your dropdown field a optionset field or lookup field?

If you would like to use entity for categorizing, then you should instead create a lookup type field.

Optionset field will only show static text values.

Regards,

Clofly

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Jason Brzoska 30 on at

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Thanks! That worked. And it's kind of fun to say I'm using "God Mode".!

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