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How to log and send emails from D365 CE using OData print dialog - Knowledgebase / D365 CE Connector / D365 CE FAQs - Formpipe Support Portal

How to log and send emails from D365 CE using OData print dialog

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This article gives step-by-step instructions to be able to log and send emails from the D365 Customer Engagement (D365 CE) using the OData print dialog.

Please follow these steps:

1. Open the D365 FO application and navigate to Lasernet > Dynamics 365CE > Entity reports.


2. Click the Commands fast tab and enable the Register email in D365CE toggle button which allows creating activities in Microsoft Dynamics 365 Customer Engagement. By enabling the Let D365CE send email toggle button, you allow Microsoft Dynamics 365 Customer Engagement to send emails.


3. To configure this use the Property name and Property value fields under REGARDING to associate the email with the relevant record and send email from Dynamics 365CE and ensure the connection ID is specified.

Please refer to Microsoft documentation for Web-API OData reference for the Entity Field to be included in the property name. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/email?view=dynamics-ce-odata-9


For example, for the quote entity in D365CE, the Property name and Property value should be set as shown below:

4. Select Email from the Destination type dropdown menu, specify the parameters and click Submit to submit the OData print dialog button.


Try refreshing Timeline or browser if the email is not showing in the timeline/activity pane. If D365CE settings do not allow an email to be sent to unresolved email recipients, add the recipient as a contact. Otherwise, the email record will be created in a draft state. The user's mailbox is enabled for processing for sending the email successfully.



Error messages - D365 FO Version 6.6.0

Improved error messages are introduced for the OData statements (D365CE) in D365 FO version 6.6.0.

Parse & output error messages when executing OData statements

Having the expression "quote(+Parameters.ParmItemId+)" would throw the following error when submitting the report in LAC365CE/D365CE. Proper expression for the property are "/quotes(" + Parameter.PrimaryItemIds + ")"


When submitting an Email from D365CE without permissions  a meaningful exception is shown

Submit failed! Bad Request emails(9b88ec37-531f-eb11-a813-002248998d35)/Microsoft.Dynamics.CRM.SendEmail Error code: 0x8004480d Message: User does not have a send-as privilege.

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