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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Email 'To' and...
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Email 'To' and 'Regarding' field is not clickable

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Posted on by Community Member Microsoft Employee

Hi guys,

We have a custom entity, with 'sending email' and 'activities' enabled, when we create an email off this custom entity record, the 'To' and 'Regarding' fields are auto populated, but they are not clickable. Usually, the data value in the lookup is blue and linking to the record. But, what we have is black. Also, our custom entity is not showing up in the list when you click the lookup field and try to select a record from available entities. Technically, if you enable sending email for a custom entity, it should show up in the list for 'To' field for email message in CRM. Anybody experienced this situation and knows the cause? and Is this a potential issue if the email regarding our custom entity record is sent? Is there some system/entity setting controlling this? All of this should be out of box once you enable sending email for an entity. How we can find out the reason and problem?

Thank you in advance

Larry

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email 'To' and 'Regarding' field is not clickable

    Yes, I still have the issue.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email 'To' and 'Regarding' field is not clickable

    Yes, the primary field has value. We use a plugin to set ID on this field. We created this online CRM at the beginning of this year:

    Microsoft Dynamics 365

    2020 release wave 1 enabled

    Server version: 9.1.0000.20463

    Client version: 1.4.1224-2007.1

    I have checked with Edge, and it is the same issue.

  • Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at
    RE: Email 'To' and 'Regarding' field is not clickable

    Hi Larry,

    Are you still facing this issues? I did faced in my instance last week but now it's working as expected. Today I just created a Custom Entity by selecting Activities first and then later updated by selecting Sending Email option. Not sure if this has anything to do but just for information.

    Regards

    PG

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Email 'To' and 'Regarding' field is not clickable

    Hi,

    when we create an email off this custom entity record, the 'To' and 'Regarding' fields are auto populated, but they are not clickable. Usually, the data value in the lookup is blue and linking to the record. But, what we have is black.

    Can you check if you have value in Primary Field. If primary field value is null/empty you will see blank in To activity party field.

    when we create an email off this custom entity record, the 'To' and 'Regarding' fields are auto populated, but they are not clickable. Usually, the data value in the lookup is blue and linking to the record. But, what we have is black.

    Yes I verified in my crm instance and it is visible when I go to Activity party To field lookup. What crm version you are on?

    Can you try  publishing the changes again in customization? Also try to check in other browser if it is same behaviour.

    Please Mark My Answer Verified If I Were Helpful

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