Customer Engagement & Dynamics CRM Forum

Hi All,

Is it possible to change the default value of the From field when creating a new email activity.  Currently need to send emails from a generic [email protected] email but every time they create the activity they have to remove their own name in the From...and replace it with the generic [email protected].

I know the From field is a particular type of lookup (Partylist) so I was trying a simple Business Rule to set the value, but I can interact with the From field in the conditions of the rule.  

Any guidance appreciated!

Martin

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Martin Whelan
Digital Platform Analyst
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I think you could try 2 things:

1. Synchronous workflow which changes from field value on create of an email
2. JavaScript function using setTimeout with a small delay and setting the field

Hope this helps

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Zarko Radevic
Dynamics 365 developer
Digitale Medier 1881 AS
------------------------------

Original Message:
Sent: Apr 28, 2022 07:20 AM
From: Martin Whelan
Subject: Changing the default value on the From field on email Form

Hi All,

Is it possible to change the default value of the From field when creating a new email activity.  Currently need to send emails from a generic [email protected] email but every time they create the activity they have to remove their own name in the From...and replace it with the generic [email protected].

I know the From field is a particular type of lookup (Partylist) so I was trying a simple Business Rule to set the value, but I can interact with the From field in the conditions of the rule.  

Any guidance appreciated!

Martin

------------------------------
Martin Whelan
Digital Platform Analyst
------------------------------

Original Message:
Sent: 4/29/2022 1:55:00 AM
From: Zarko Radevic
Subject: RE: Changing the default value on the From field on email Form

I think you could try 2 things:

1. Synchronous workflow which changes from field value on create of an email
2. JavaScript function using setTimeout with a small delay and setting the field

Hope this helps

------------------------------
Zarko Radevic
Dynamics 365 developer
Digitale Medier 1881 AS
------------------------------

Original Message:
Sent: Apr 28, 2022 07:20 AM
From: Martin Whelan
Subject: Changing the default value on the From field on email Form

Hi All,

Is it possible to change the default value of the From field when creating a new email activity.  Currently need to send emails from a generic [email protected] email but every time they create the activity they have to remove their own name in the From...and replace it with the generic [email protected].

I know the From field is a particular type of lookup (Partylist) so I was trying a simple Business Rule to set the value, but I can interact with the From field in the conditions of the rule.  

Any guidance appreciated!

Martin

------------------------------
Martin Whelan
Digital Platform Analyst
------------------------------