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Mapping Email To Field from Opportunity RRS feed

  • Question

  • Hi,

    In CRM 2011,when I create a new Email message from an opportunity, It automatically populates the "To" field with the Customer.  I have created a separate relationship to the contact entity on the opportunity and I would like the contact to populate in the "To" field instead.  Can this be done without using JScript?

     

     


    -Justin
    • Moved by Kimberlee Johnson Wednesday, September 7, 2011 2:46 PM (From:Dynamics CRM)
    Wednesday, September 7, 2011 2:29 PM

Answers

  • Hi,

    It could be possible if CRM 2011 allows Opportunity 1:N relationship mapping with the Email entity to be customized but unfortunately it does not allow to customize the mapping b/w this relationship and it is not possible without using JScript, SDK plugin customization or workflow creation (run on background asynchrnously so changed will not visible immediately).


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, September 7, 2011 4:08 PM

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