Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Contacts with 2 email addresses

  • 1.  Contacts with 2 email addresses

    Posted 18 days ago
    Our contact database has 2 email addresses one is the official company email and the other is for external Gmail etc.

    On certain apps we send out automatic emails using templates to the contact for case creation & resolution.  I wondering if it is possible to get Dynamics to send the email using a particular field say internal only.

    Also if a contact has both fields filled in which field does it pick up as he default email address.

    ------------------------------
    Martin Whelan
    Digital Platform Analyst
    ------------------------------
    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Contacts with 2 email addresses

    TOP CONTRIBUTOR
    Posted 15 days ago
    Martin,

    In plugin code, JavaScript, workflows, Power Automate, and PowerApps you can use emailaddress1, emailaddress2, or emailaddress3 to make decisions and send emails.

    I would say that you can consider emailaddress1 to be primary, but there is no metadata attribute to designate it as the primary.

    In my experience with various database systems and CRMs, multiple email address fields can be problematic. For example in Dynamics CE you can have duplicate detection rules for emailaddress1, emailaddress2, and emailaddress3, but you can't compare across the three fields. So, without a custom solution, even with all of these rules it would still be possible to have a contact with 123@emaildomain.com as emailaddress1 and another contact with 123@emaildomain.com in emailaddress2. A human can see that these are likely the same person, but the system will treat them as distinct individuals unless you create custom code to handle it.

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


If you've found this thread useful, dive deeper into User Group community content by role