{"id":4384,"date":"2022-11-30T14:40:31","date_gmt":"2022-11-30T14:40:31","guid":{"rendered":"https:\/\/himbap.com\/blog\/?p=4384"},"modified":"2022-11-30T14:40:31","modified_gmt":"2022-11-30T14:40:31","slug":"using-enhanced-email-feature","status":"publish","type":"post","link":"https:\/\/himbap.com\/blog\/?p=4384","title":{"rendered":"Using Enhanced Email Feature"},"content":{"rendered":"<p><strong>Requirement<\/strong><br \/>\nEnable enhanced email feature in Dynamics 365 CE<\/p>\n<p><strong>Details<\/strong><br \/>\nWhile working within the timeline control, if we want to create activity records like below<\/p>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/Email1.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-medium wp-image-4385 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/Email1-300x266.png\" alt=\"Email1\" width=\"300\" height=\"266\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/Email1-300x266.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/Email1-624x554.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/Email1.png 782w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\nNew Quick create form is opened for the tradition activities like Meeting, Phone Call, Task etc. But when we try to create email, it opens email main form in the whole scree by default.<\/p>\n<p>To enable new enhanced experience we can navigate to Settings -&gt; Administration -&gt; System Settings and enabled following option under Email tab.<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email3.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-medium wp-image-4387 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email3-300x182.png\" alt=\"email3\" width=\"300\" height=\"182\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email3-300x182.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email3-1024x622.png 1024w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email3-624x379.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email3.png 1238w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>After enabling this option now when we user will try to create email from the timeline it will open email main form as popup like below:<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email4.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-medium wp-image-4388 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email4-300x276.png\" alt=\"email4\" width=\"300\" height=\"276\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email4-300x276.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email4-624x575.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2022\/11\/email4.png 948w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>This feature is very useful for the CRM users when they want to quickly send email without moving to next screen because it&#8217;s very common that we want to refer details from the parent record (regarding) while drafting email. <\/p>\n<p><strong>Summary<\/strong><br \/>\nThis is how we can enable new email experience in Dynamics 365 CE.<\/p>\n<p>Hope it will help someone !!<br \/>\n<strong>Keep learning and Keep Sharing !!<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Requirement Enable enhanced email feature in Dynamics 365 CE Details While working within the timeline control, if we want to create activity records like below New Quick create form is opened for the tradition activities like Meeting, Phone Call, Task etc. But when we try to create email, it opens email main form in the whole scree by default. To&#8230; <a href=\"https:\/\/himbap.com\/blog\/?p=4384\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":4387,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[402],"tags":[996,994,997,995],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/4384"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4384"}],"version-history":[{"count":6,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/4384\/revisions"}],"predecessor-version":[{"id":4394,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/4384\/revisions\/4394"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/media\/4387"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4384"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4384"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4384"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}