First you need to create an email template. Go to Settings | Templates | Email Templates: Then click the New button and select the desired entity. If the entity you want to connect the email template to is not shown in the list, just select Global. It is not possible to extend the list of […]
Articles Tagged: Email
How to send an email with attachment and connect it to a system entity, e. g. an Incident
Sample code to send an email with custom attachement, connected to an Incident entity: Once the email has been sent, it should be visible as an email activity in the selected incident entity’s timeline.Observe: The sample supplied requires early bound entity classes for ActivityParty, Email, ActivityMimeAttachment, SendEmailRequest and SendEmailResponse!
How to send a simple email and connect it to a system entity, e. g. an Incident
Sample code to send a simple email connected to an Incident entity: Once the email has been sent, it should be visible as an email activity in the selected incident entity’s timeline.Observe: The sample supplied requires early bound entity classes for ActivityParty, Email, SendEmailRequest and SendEmailResponse!
Two ways to change the default “From” email address to a Queue for Case/Incident emails
A common scenario in Dynamics 365 CRM is that you have a mail queue where the customers can send support requests. When a mail is received in the queue, a Case/Incident is automatically created and the mail attached. When your support staff replies to that mail, it will be from their personal mail address. So […]