Hi All,
When promoting the email in Outlook using D365 App for Outlook, possible to force user to select a value of custom field before the record is get promoted?
The customer is requested the user to select the type of Email activity, this custom field most likely is an optionset field.
Thanks.
Regards,
Teh
Hi Clofly,
Thanks for your help. Noted on the limitation.
Regards,
Teh
Hi Teh,
Currently there are limited available customizations for Dynamics 365 App for Outlook.
e.g: set available entities in app designer, edit sitemap in app designer.
Unlike Dynamics 365 entity form, we couldn't add detection rule for form in the App.
I have tested to set Regarding field of Email entity to business required, however, it'll skip detection to create email record with an empty regarding value.(while obviously it works in Dynamics email form)
A working method is that to create a real-time workflow to detect the field after record is created of before record is updated,
then after we click "Track without regarding", the status will keep in pending status and can't be converted as an email record into system.(Even if we re-open the App again, the email won't be tracked)
But it won't give user any error notification.
So in a word, currently this part couldn't be customized, it's by design.
Regards,
Clofly
Hi Rana,
Yes, you are right. The customer would like the user to select the type of email (highlighted in screen below) before promote the email, as most of the user will use the outlook to send the email instead of sending email within D365 CE.
Thanks.
Regards,
Teh
Hi Ya,
I am not sure what you are referring to promoting the email. Can you please elaborate?
Is this about using dynamic content in an email? Are you trying to force selecting a particular value on the dropdown for a custom field? I dont believe that is possible today. Can you share some screens of steps for better description of the problem?
Thanks,
Preeti Rana
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