Hi all,
I have a requirement that I have to provide access to emails from CDS in a portal.
- The case associated emails should be visible for current user with all of its components (from, to, cc, text, etc.)
- The user should be able to create, reply and send emails in the portal (Like in Dynamics 365)
I have checked the timeline and notes Metadata they don't allow to create/edit data, so they don't meet the requirements.
I also tried it with a subgrid. I am able to show the associated emails as a list but if I open the entity form, the values of the fields from, to, cc, etc. won't be shown because they are not a part of email entity but the activity party entity and not supported:
On the other hand, I would be able to create an email entity record in this way but there is no solution to send or reply an email, so I have to trigger a flow or sth. in Dynamics after saving the records, which is not really optimal.
Does someone have any recommendation to meet these requirements or a similar case?
Thanks in advance
Hi @selimdag,
You would need a custom process approach (Power Automate, Plugin, Workflow, etc). There is not a Send Email functionality built directly into the Portal. You could use a custom entity where they enter email addresses in the to/cc/bcc fields and a Power automate picks it up, finds the associated party and sends the email.
Check out new user group experience and if you are a leader please create your group
Did you miss the call?? Check out the Power Apps Community Call here!
See the latest Power Apps innovations, updates, and demos from the Microsoft Business Applications Launch Event.
User | Count |
---|---|
12 | |
12 | |
11 | |
8 | |
1 |
User | Count |
---|---|
24 | |
16 | |
14 | |
12 | |
3 |