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bstroescu
Frequent Visitor

Adding new Lookup "To" field in the Email table

Hello everyone,

 

I'm using the Email (Email Messages) table in Dataverse that is created by default to save incoming emails as well as sending emails to users in the organization. 

 

When sending an email, I store external email addresses (outside the organization so no record in the User table) in the Contact table which is also a default table in Dataverse.

 

The problem is that when creating a new email, I cannot see any records from the Contact table in the "To" field. 

All I can see is "Users", "Queues", "Cases". 

bstroescu_0-1648834747436.png

 

How do I include the records of the "Contacts" table in this lookup?

 

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
bipinshan
Super User
Super User

Hi @bstroescu ,

 

Make sure Sending Email checkbook in ticked in Contact Entity configuration under customization.

 

Please see below blog for the same

https://xrmdynamicscrm.wordpress.com/2020/08/15/dynamics-365-enable-custom-entity-to-show-in-activit...

 

Thanks,

Bipin

View solution in original post

Mira_Ghaly
Dual Super User II
Dual Super User II

@bstroescu 

In addition to what @bipinshan  has mentioned below make sure that the contact entity is added to your Model Driven App.

 

I have blogged this issue and was having same problem and was able to get it fixed by adding the table to the model driven app

https://wordpress.com/post/onlinemgblog.wordpress.com/1749

 

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

View solution in original post

4 REPLIES 4
rampprakash
Super User
Super User

Hello @bstroescu 

 

Instead of storing it in Contact and send an email, you can directly send an email to unresolved users.

 

Please find my video for your Reference : https://www.youtube.com/watch?v=OoGvkA1yjaA

 

Please mark as Answer if it is helpful and provide Kudos

 

Subscribehttps://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA

Blog : https://microsoftcrmtechie.blogspot.com

bipinshan
Super User
Super User

Hi @bstroescu ,

 

Make sure Sending Email checkbook in ticked in Contact Entity configuration under customization.

 

Please see below blog for the same

https://xrmdynamicscrm.wordpress.com/2020/08/15/dynamics-365-enable-custom-entity-to-show-in-activit...

 

Thanks,

Bipin

Mira_Ghaly
Dual Super User II
Dual Super User II

@bstroescu 

In addition to what @bipinshan  has mentioned below make sure that the contact entity is added to your Model Driven App.

 

I have blogged this issue and was having same problem and was able to get it fixed by adding the table to the model driven app

https://wordpress.com/post/onlinemgblog.wordpress.com/1749

 

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

This was already checked for me, but like @Mira_Ghaly said it may be part of what needs to be enabled so I will accepted your solution as well!

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