在Dynamics 365 CRM中，如何在“联系人详细信息”页面上放置一个电子邮件按钮？

Question

Currently, in the Dynamics 365, to send an email we have go to activities --> email and then search for the contact to populate the address and then send the email.

I would like to put an email button on contact details page that takes me to this email form page. And I would like to suppress the cc and bcc fields on this form while automatically populating the To field based on the contact email.

Answer 1

Approach 1:

1. Start with ribbon workbench to add a button in contact form [Ribbon/Command bar customization]
2. Add a JS command to open customized email form (cc, bcc removed) [Form customization + web resource]
3. You may need to pass Params while opening form like contact Id to prepopulate the regarding & to fields [Client side coding]

Approach 2:

1. Add a Subgrid of Emails in contact form [Form customization]
2. By Out-of-Box functionality, on click of (+) in subgrid menu bar - customized Email form will open with the regarding field preset as current contact [Form customization + OOB]
3. On form load of email, do some JS to set the To field based on Regarding contact

Answer 2

If you install ClickDimensions , you'll gain the option to Send Email on the default contact form, straight from the ribbon: