Customer Engagement & Dynamics CRM Forum

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  • 1.  Changing the default value on the From field on email Form

    SILVER CONTRIBUTOR
    Posted 21 days ago
    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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  • 2.  RE: Changing the default value on the From field on email Form

    GOLD CONTRIBUTOR
    Posted 21 days ago
    Edited by Zarko Radevic 21 days ago
    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
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  • 3.  RE: Changing the default value on the From field on email Form

    Posted 18 days ago

    I think it's possible using javascript clear the from field on the form load event and in the formtype of populate with [email protected]. if it doesnot work set a delay of 3000 mil sec. Workflow is another good option too

    Thanks,

    Ashok


    Sent via the Samsung Galaxy S10+, an AT&T 5G Evolution capable smartphone






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