Enhanced Email Option in Dynamics 365 UCI

By | January 3, 2020

Introduction

In the traditional Dynamics 365 CRM if you are creating an Email activity for any entity record then CRM redirects you away from the current record. So if you need any information from that record then you have to go to that record and thus this is somewhat a time-consuming process for those who write emails quite often. But now with this new feature, you can write emails within the record with a popup window called Contextual Email Window.

With Contextual Email Window, you will not be navigated away from your record and will be able to compose an email within that record.

Following are the steps to enable this feature:

1. Go to App Settings area

Enhanced Email Option in UCI

 

2. Select Enhanced Email option under Sales Administration, it will give you option “Enable Enhanced Email” to enable it click on the toggle button on the right side. After enabling this option click on Apply to save the changes, as shown below screenshot:

Enhanced Email Option in UCI

3. After that navigate to any entity, let’s suppose we choose Account entity. Create new record or else open existing record, click on “+” sign on Timeline in Dynamics 365 CRM to create email activity record, as below:

Enhanced Email Option in UCI

4. It will open new docked window to create email record within Account record, as given in below screenshot:

Enhanced Email Option in UCI

Conclusion

This feature makes you create email record with ease.

3 thoughts on “Enhanced Email Option in Dynamics 365 UCI

  1. Mikkel Pedersen Kaas

    Thanks for sharing!

    It seems to me like this setting is only available within the Sales Hub and that enabling it, only works when using the Sales Hub app. Do you know if it’s possible to enable this for other apps?

    Reply
    1. Naitik

      With April release, this feature will work across all apps (via timeline) and not only limited to Sales Hub. Also now it can be enabled using the “Advanced settings > Administration > System settings > Email”.

      Reply
  2. Inogic Post author

    As of now this feature has only been enabled for Timeline control in Sales Hub App (UCI App). Hopefully we might see this added to the other apps as well.

    Reply

Leave a Reply

Your email address will not be published. Required fields are marked *