Saturday, August 17, 2019

D365 CE 2019 Wave 2 Preview: enable contextual email communication

One of the upcoming enhancements that a lot of my colleagues were excited about is  Contextual email communication in Dynamics 365 for Sales & Customer Service.  Contextual email communication allows you to overlay an email composition screen on top of the existing Dynamics 365 forms without having to navigate away from the screen that you are on. After you have enabled your environment for early preview access you can go to App Settings > Enhanced email  to enable this new functionality. (You might need to do a hard refresh after enabling use CTRL-F5)



After you enable this feature, adding an e-mail to the timeline will open the composition overlay allowing you to consult information on the contact while creating your e-mail.



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