Adding a selection list of Person email addresses to the Email screen

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When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata):

1) Create a view on the system to expose the necessary person information.

2) Expose the view by adding it to CRM as a table and switching on sdata.

3) Add the contents of the attached file to the Custom Content of the EmailFilingBox

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  • pretty good jonathan, just wondering if there are any additional steps around exposing the view as a table , is it just flag the view for sdata or any additional steps that i am missing? could you also post a sample of your view? i was wondering if the view didnt consider the company link, instead used the person, person link to the email table which would then act as a CRM Address Book

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  • pretty good jonathan, just wondering if there are any additional steps around exposing the view as a table , is it just flag the view for sdata or any additional steps that i am missing? could you also post a sample of your view? i was wondering if the view didnt consider the company link, instead used the person, person link to the email table which would then act as a CRM Address Book

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