Setting Recipient and Regarding Field When Replying to an E-mail in Dynamics 365 CRM
Hi,
I created a Case, set Customer as a user, and then sent him an email in the timeline, and found that the /Regarding/ field, as well as the email address, were already populated.
Then after the user replied to the email, I replied to that user's email directly in the timeline again and found that the To and /Regarding/ fields were also already populated. So following the correct process, the /Regarding/ fields and the recipients are auto-populated.
I'm not sure which steps you're having trouble with, if it's easier, could you provide a full screenshot for me to see?
Best regards, Cui Hao
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.