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Customer experience | Sales, Customer Insights,...
Suggested answer

Adding a CC on all emails sent

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I'm trying to send an email in D365, and I want to copy my work email on all of them. Is this possible?
 
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  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Adding a CC on all emails sent
    Hi,
     
    You can do this by registering JavaScript on the email form onload event to automatically populate the CC field when a new email record is created.
     
    Create a contact with work email populated into the CC field.
     
    The code is below:
    function onload(executionContext){
        var formContext = executionContext.getFormContext();
        var workEmail = [
            {
            "entityType":"contact",
            //ID is the id of the work email contact.
            "id": "7f01d20b-d631-ef11-8409-6045bd0882a3",
            "name": "Work Email"
            }
        ]
     
        formContext.getAttribute("cc").setValue(workEmail);
    }
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     
  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Adding a CC on all emails sent
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
     
  • Suggested answer
    Fiona_Tiernan Profile Picture
    Moderator on at
    Adding a CC on all emails sent
    Good morning,

    Yes, this is possible. An out of the box way of achieving this is via the CC feature that is available to be used when setting up your Journey.

    This feature is disabled by default, and will need to be switched on in the Settings Area. Follow these instructions in the Microsoft documentation to turn it on.

    Once switched on, you will see the 'Add CC recipients' option in the Settings on the Email Tile of your Journey:


     
    If this answer was helpful, please consider marking it as verified. Any questions please let me know, and I will try my best to answer them.

    Kind regards,
    Fiona
     

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