Dynamics Foundation: View/Forward Emails

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:19 AM by Kevin Schmidt - HCPro

See Dynamics Foundation Donations Overview document for additional information regarding donations. 



Go to Dynamics: https://ahima.crm.dynamics.com and log in to Dynamics using AHIMA SSO. Select the AHIMA-Foundation app (If you see AHIMA-AMS in upper left, click hyperlink to open all apps). 


1. Open the donation by clicking on the hyperlink or double click on white space.




2. Click on the hyperlinked contact name.




3. Scroll down to "Interactions". Emails should show in the timeline. 




4. Hover over the email. The top right corner will populate with 4 options - reply, reply all, forward and open record.




5. If you click "forward" then you will be redirected to this page to compose an email in Dynamics. 


Complete email body, add To contacts and click Send. 





NOTE: If you want to compose a new email, click the plus sign above the "search timeline" bar. Choose email.



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