Microsoft Dynamics 365 | Integration, Dataverse...

Categorizing E-mails Uploaded from Outlook Plugin

(1) Share

Report

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

All responses (2)

Answers (0)

Suggested answer

Jason Brzoska 30 on at

Like (0)

Report

RE: Categorizing E-mails Uploaded from Outlook Plugin

Thanks! That worked. And it's kind of fun to say I'm using "God Mode".!
cloflyMao 25,208 on at

Like (0)

Report

RE: Categorizing E-mails Uploaded from Outlook Plugin

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