EMAIL ALERT

A feature that provides the count of received unread emails on a case form. MICROSOFT LABS

Email Alert

TABLE OF CONTENTS

1. Overview ............................................................................................................................................... 2

2. How to Verify the solution after the Installation? ................................................................................ 3

a. Email Alert solution. .......................................................................................................................... 3

b. Following components should be available as a part of solution. .................................................... 3

c. MARK AS READ/MARK AS UNREAD buttons should be available on the received email blade. ...... 3

3. How do we configure Enhanced email management solution? ........................................................... 4

a. Place Pending Email count field on the case form. ........................................................................... 4

4. Enhanced email management solution functionality. .......................................................................... 8

Email Alert

1. Overview

The Email Alert Solution is an add-on feature to dynamics 365 CRM to get an overview of received

unread CRM emails on a Case. It enables users to get the unread mails count which were received on

a case.

Feature Benefits:

No need to navigate to Emails section of a case to see the received emails • Pending Email Count field on a case form will get updated with number of unread

received emails. Option to make Unread/Read on Email form

• Users can mark as Read/Unread the email after opening. Accordingly, the Pending email count would be updated.

This solution is built on Dynamics 365 and seamlessly works on Dynamics CRM 2016 and above.

Email Alert

2. How to Verify the solution after the Installation? After downloading the solution from https://appsource.microsoft.com/en-us/ the following

components should be present in Dynamics 365:

a. Email Alert solution.

b. Following components should be available as a part of solution.

c. MARK AS READ/MARK AS UNREAD buttons should be available on the received

email blade.

Email Alert

3. How do we configure Email Alert solution?

a. Place Pending Email count field on the case form.

Navigate to Settings > Customizations > Customize the system.

From the entity list in the customize system window chose Case entity, open main form and

add the Pending email count field to the form. Save and publish the main form after

changes.

Check “Field is read only” Mark “Pending email count” check box to read only to avoid user

interference. Save and publish the main form after changes.

Email Alert

Navigate to Email entity, open Email activity main form and add “Unread” and “Email Read”

fields to the form. Save and publish the main form after changes.

Uncheck “Display label on the form” and “Visible by default” check box for the both “Unread”

and “Email Read” fields. Save and publish the main form after changes.

Email Alert

Click on form editor in the main form of the Email entity, navigate to the Form properties and

add “msdyn_unread.js” in form library section.in Event Handler section add “msdyn_unread.js”

as library and add “onReadOfEmail” as function name register the same on Form OnLoad event.

Save and publish the main form after changes.

Email Alert

Email Alert

4. Email Alert solution functionality Login to your Dynamics 365 Application

Go to Service -> Case, create new case by providing values on case form.

Send email from the case to any external user.

Email Alert

Reply to the mail from external environment.

Once user receive email for the respective case “Pending email count“ field gets updated according

to the unread email available for the case record.

Once incoming email is opened then pending email count will decrease and unread email will be

shows as the Pending email count on the respective case form.

Suppose if user open the email accidently and wants to mark email as unread again. User can

leverage the “Mark Unread” button available on email form. Once “Mark As Unread” button is

clicked Pending email count on the case form will be decreased to the respective pending email

value.

Email Alert

User can mark email as read again by clicking “Mark As Read” button on email form.