POWEROBJECTS

718 Washington Ave. N. Suite #101
Minneapolis, MN 55401
View map and all Locations

Send us a message

There may be a scenario when working in Dynamics CRM where you want to open an email activity in Outlook, as Outlook provides a richer set of formatting and usability options. Yet, if the email record is created (perhaps automatically) within CRM, you’ll want it to stay in CRM. In addition, you’ll want an easy way to move it to Outlook and automatically populate the body, subject, and recipients, etc. with data from CRM email activity.

customizing

Good news! You can accomplish the this by creating a new JavaScript web resource in CRM which will grab each specific email field value, open a new Outlook email, and populate the fields in the Outlook email.

As a use case, you can add a custom ribbon button called “Send Email to Outlook” on the email activity form. The button will call a JavaScript function which would read the email fields from the current record and pass them along to the function below, which will then open a new Outlook email and populate the fields. You may, in addition, populate additional fields such as From, or BCC, or Priority or even add attachments.

This solution provides an easy, quick, and efficient way to move the contents of a CRM email activity that is created in CRM to a more user-friendly environment in Outlook.

Note: To open email in Outlook, Outlook needs to be up and running.

Important: As this code utilizes the ActiveXObject, it will only work if using Internet Explorer.

Hope you find this useful. Happy CRM’ing!

Avatar for JoeCRM

JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.