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Can a custom entity w/Email Enabled be used a From: or Recipient in an Activity? RRS feed

  • Question

  • Hi, I wanted to check can we use an custom entity w/ email enabled (Sending Email checked on customization) be allowed to use in the Recipient or Sender of any activity entity?

    I see Email allows the entity to be used as To: Cc or Bcc:.

    Thanks,

    Thursday, April 16, 2015 2:18 AM

All replies

  • Hello,

    If I have got your query right, you want to create a custom entity and want to send emails to them. Say you have created a custom entity "CRM Users" and want to send emails to these "CRM users".

    If yes, this is possible. When you create an entity please check on "Sending email (if an email field does not exist, one will be created)".

    Once that's is done, a primary email will automatically be created and the entity will be shown under lookup records in "To" field of email form.

    Hope it helps!


    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Thursday, April 16, 2015 9:11 AM
  • Hi, actually I am good for the Email Entity.

    I wanted to find if I can use custom entity as 'Recipient' in other Activity types e.g. Fax, PhoneCall, Appointment etc.

    Is that possible for custom entities?
    Thursday, April 16, 2015 12:55 PM
  • In case you are trying to add your custom entity in the party list of activity, I believe that's not possible OOB. However, you can use the regarding lookup on the Activity, where you can pick records from your custom entity.

    Also, you can use connections role and place a sub-grid of all the connections with your custom entity.

    Hope that helps!


    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Friday, April 17, 2015 4:22 AM
  • This is not possible. Emailenabling a custom entity does not allow that entity to be used as a sender or recipient. An emailenabled custom entity can be related to activities and used in the email(or other activity) regarding-field. On the other hand, an activity's sender or recipient must be of the type ActivityParty. And ActivityParty only support the following:

    https://msdn.microsoft.com/en-us/library/gg328549.aspx

    The reason why you can connect your custom entity to Email as cc or bcc is that these fields are unique to email and not related to ActivityParty.


    Monday, April 20, 2015 8:21 AM