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Contextual email communication

Contextual Email communication in D365 CE Wave 2

September 27, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, Dynamics 365 CE, Dynamics 365 Unified Interface Contextual email communication, dynamics 365 for sales, dynamics 365 Wave 2, October 2019 Wave 2

2019’s Wave 2 release have really put things where they should be. Once I enabled Early Opt-in while writing this post, this is a great feature for Sales people I came across and couldn’t resist sharing with you all – Contextual Email Communication! So kindly wait until updates are automatically applied to your org or try the same in your Sandbox first.

Isn’t going exclusively to Activity/Email entity extremely off-putting? I mean, you navigate away from your record you were working on and that isn’t productive, is it?

That’s when Contextual Email window comes in really handy. Here’s how you enable it in your 2019 Updates.

App Settings in Sales Hub

  1. In your Sales Hub, navigate to App Settings.
    appSettings
  2. Among other settings, look for Enhanced email and flick the switch from off to On.
    switchOff

    switchOn

  3. Then click Apply at the bottom right and you’re set!
    applyChanges.png

Contextual/Enhanced Email

Now, when you’re, say, in an Opportunity and you want to send an email to the Contact on the Opportunity right away from Dynamics. –

  1. Click on the + icon on the Timeline.
    writeNewEmail.png
  2. And the new docked window will appear right there on the Form without navigating you away from Dynamics unlike it was happening up until now!
    dockedEmail.png

    Hope this cool new feature really eases the stress to Email from Dynamics 365!

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