Send email to custom entity record in MS CRM 2011
In older versions of MS CRM (4.0 & 30), we don’t have a
provision to choose a custom entity record in TO list but in MS CRM 2011 have a provision to do
that by simple customizations.
Steps to achieve
·
Fill the required fields to create a custom
entity.
·
Goto Communications & collaborations section
o
Select the sending e-mail (if any email field
does not exit, one will be created) check box.
Above simple option selection custom entity became available
TO field in email activity.
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