{"id":25435,"date":"2020-11-04T13:00:04","date_gmt":"2020-11-04T13:00:04","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=25435"},"modified":"2020-11-04T13:00:04","modified_gmt":"2020-11-04T13:00:04","slug":"send-email-is-now-available-on-mobile-apps-and-tablets-within-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/11\/send-email-is-now-available-on-mobile-apps-and-tablets-within-dynamics-365\/","title":{"rendered":"Send Email is now available on Mobile Apps and Tablets within Dynamics 365"},"content":{"rendered":"<p style=\"text-align: justify;\">Users can compose, edit and send emails from the\u00a0<strong>Dynamics 365 Mobile App<\/strong> in Dynamics 365 -2020 release wave 2.<\/p>\n<p style=\"text-align: justify;\">Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads, etc. home page by using a Quick Create Menu. The below blog will help you to understand how to send email from the home grid and timeline.<\/p>\n<p style=\"text-align: justify;\">Users can send an email from the <strong>home grid<\/strong> as well as <strong>record form<\/strong> by using Quick Create Menu.<\/p>\n<p>Click on <strong>Quick Create (+)<\/strong> button from the Command Bar.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25437 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-1.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"419\" height=\"911\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-1.png 419w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-1-138x300.png 138w\" sizes=\"(max-width: 419px) 100vw, 419px\" \/><\/a><\/p>\n<p>Activities -&gt; Email<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25438 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-2.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"465\" height=\"1009\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-2.png 465w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-2-138x300.png 138w\" sizes=\"(max-width: 465px) 100vw, 465px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-3.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25439 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-3.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"474\" height=\"1028\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-3.png 474w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-3-138x300.png 138w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-3-472x1024.png 472w\" sizes=\"(max-width: 474px) 100vw, 474px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Fill the <strong>Subject<\/strong> of the email and other lookup fields as <strong>To, CC,<\/strong> if required. Write email in email body and if you want to format your email then simply click on more option (\u2026) where you will find formatting capabilities for your email.<\/p>\n<p>After this, if you want to <strong>Save<\/strong> the email click on the Save button or else click on the <strong>Discard<\/strong> button to discard the email.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-4.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25440 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-4.jpg\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"439\" height=\"951\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-4.jpg 439w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-4-138x300.jpg 138w\" sizes=\"(max-width: 439px) 100vw, 439px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-5.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25441 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-5.jpg\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"427\" height=\"926\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-5.jpg 427w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-5-138x300.jpg 138w\" sizes=\"(max-width: 427px) 100vw, 427px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Once the user clicks on the Save button one more button will be displayed on the Email form i.e. More button.<\/p>\n<p>On click of More Option .button you can see <strong>Attach File, Insert Template, Insert Signatur<\/strong>e options.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-6.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25442 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-6.jpg\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"430\" height=\"932\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-6.jpg 430w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-6-138x300.jpg 138w\" sizes=\"(max-width: 430px) 100vw, 430px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-7.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25443 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-7.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"421\" height=\"914\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-7.png 421w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-7-138x300.png 138w\" sizes=\"(max-width: 421px) 100vw, 421px\" \/><\/a><\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Attach File<\/strong> \u2013 It will navigate you to Device folders to select a photo as attachment, once the user selects the photo<img \/><\/li>\n<li><strong>Insert Template<\/strong> &#8211; It will populate window as Insert Template, where you can select predefined templates.<\/li>\n<li><strong>Insert Signature<\/strong> \u2013 On click of Insert Signature, Insert Signature window will populate where you can select your saved email signature in search signature lookup or else create a new one and select the same.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Once you are done with the email and finally you want to send it then you will find the <strong>Send <\/strong>option under the same more options.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-8.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25444 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-8.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"161\" height=\"155\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-9.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25445 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-9.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"492\" height=\"1067\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-9.png 492w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-9-138x300.png 138w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-9-472x1024.png 472w\" sizes=\"(max-width: 492px) 100vw, 492px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Now we can also create an email record within the Timeline for a selected entity record.<\/p>\n<p>Navigate to Site Map \u2013&gt; Select Account Entity \u2013&gt; Select Account Record -&gt; Click on More Tab options -&gt;Select Timeline Tab<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-10.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25446 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-10.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"487\" height=\"610\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-10.png 487w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-10-240x300.png 240w\" sizes=\"(max-width: 487px) 100vw, 487px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-11.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25447 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-11.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"509\" height=\"1104\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-11.png 509w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-11-138x300.png 138w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-11-472x1024.png 472w\" sizes=\"(max-width: 509px) 100vw, 509px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Select Email option from Timeline-&gt;Navigate to Email record where \u201c<strong>To\u201d<\/strong> lookup field is set as a selected record (associate record).<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-12.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25448 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-12.png\" alt=\"Send Email is now available on Mobile Apps and Tablets\" width=\"433\" height=\"939\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-12.png 433w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-12-138x300.png 138w\" sizes=\"(max-width: 433px) 100vw, 433px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-13.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25436 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-13.png\" alt=\"\" width=\"434\" height=\"942\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-13.png 434w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Email-is-now-available-on-Mobile-Apps-and-Tablets-13-138x300.png 138w\" sizes=\"(max-width: 434px) 100vw, 434px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Meanwhile, you can fill the Email Body content, Insert Template, etc. and send an email.<\/p>\n<p><em><strong>Note: This feature will not work for Mobile Offline.<\/strong><\/em><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>From anywhere users can easily send an email by using Quick Create Menu.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Users can compose, edit and send emails from the\u00a0Dynamics 365 Mobile App in Dynamics 365 -2020 release wave 2. Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/11\/send-email-is-now-available-on-mobile-apps-and-tablets-within-dynamics-365\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19,24,1920],"tags":[539,545,592,715,1033,1943,1573],"class_list":["post-25435","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","category-dynamics-crm-2016","category-microsoft-wave-2","tag-dynamics-365-app-mobile-tablet","tag-dynamics-365-crm","tag-dynamics-crm","tag-email","tag-map-dynamics-crm","tag-microsoft-teams-in-wave-2-release","tag-send-email"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/25435","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=25435"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/25435\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=25435"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=25435"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=25435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}