Thursday, May 26, 2016

How to set the From and To Default values in Email in MS CRM

function RetrieveTOfromCASE() {
    var regardingObject = Xrm.Page.getAttribute("regardingobjectid");
    if (regardingObject.getValue() != null) {
        //SDK.REST.retrieveRecord(guid,entityname,select query,null,successcallback,errorcallback);
        SDK.REST.retrieveRecord(regardingObject.getValue()[0].id, "Incident", "Title,ContactId", null, successRetrieveEmail, errorHandler);
        
    }
}

function DefaultFROMandTO(GUID, NAME, LOGICALNAME) {
    //Set From Value
    if (Xrm.Page.ui.getFormType() == 1) {
        var lookupValue = new Array();
        lookupValue[0] = new Object();
        lookupValue[0].id = "GUID";
        lookupValue[0].name = "NAME(Contact/User/Queue)";
        lookupValue[0].entityType = "ENTITYNAME(Contact/User/Queue)";
        Xrm.Page.getAttribute('from').setValue(lookupValue);

        //Set To Value
        var lookupValue = new Array();
        lookupValue[0] = new Object();
        lookupValue[0].id = GUID;
        lookupValue[0].name = NAME;
        lookupValue[0].entityType = LOGICALNAME;
        Xrm.Page.getAttribute("to").setValue(lookupValue);
    }
}

var successRetrieveEmail = function (results) {
    DefaultTO(results.ContactId.Id, results.ContactId.Name, results.ContactId.LogicalName);
}

function errorHandler(error) {
}

//You need to add CRMSDK for this to work

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