We now have light weight email editor which can be used
as a non-blocking window over Dynamic CRM while we are still allowed to be
browsing and navigate in dynamic CRM.
Here is a video link which talks about
- How to setup?
- How to use?
- How it differs from Standard email editor?
- Only gets triggered for new or fresh emails.
Note:
- This feature is available in the Unified Interface only.
- This capability is intended only for Dynamics 365 Sales Enterprise.
If
you are missing Sales application refer here to get it install in D365 CRM
Here are some more articles
>> Enhanced Email Communication in Dynamic 365 CRM
>> Configure email synchronization and Mailboxes on Microsoft Dynamics CRM 365 Online
>> How to make Email signature NOT editable in email body in Dynamic CRM
>> Send an email from Dynamic CRM in C#
>> Change the email template content dynamically in Dynamic CRM
>> Error: The email must have at least one recipient before it can be sent.
Reference Links
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