DYNAMICS 365 INSERT CUSTOM ENTITY FIELDS IN EMAIL TEMPLATE

Working with Email Templates is very common and saves a lot of time especially if you have similar emails to send from CRM.

The email templates are by default provided for some built-in entities that are listed when you create the template; however, when working with custom entities, it is not straight-forward and you have to do some additional work to make it done.
Email template 1

To show you how to add custom entity fields in Email template content, I will create a new custom entity named Project and I will use some fields in order to build the email content
  1. In CRM Settings > Templates > Email Templates, create a new template and choose Global for Template Type
  2. In the Template screen, enter the Title of the template and the Subject of the email that will be sent
  3. To build the email content, I need the Customer name (lookup), Project name (text), Budget (currency), and Estimated Delivery Date (date time)
  4. To do so, you have to use the following format in order to resolve the values of the needed fields: {!EntityLogicalName:FieldLogicalName;}
    For my example:
    • Customer Name (lookup): {!new_project:new_customerid/@name;}
    • Project name (text): {!new_project:new_name;}
    • Budget (currency): {!new_project:new_budget;}
    • Estimated Delivery Date (Date Time): {!new_project:new_estimateddeliverydate/@date;}
    Email template 2

  5. Click Save and you will notice that the dynamic values will be resolved displayed in yellow
    Email template 3

  6. Let's test it by creating a new workflow and sending an email when a new project record is created
    Email template 4

    Email template 5

  7. Create a new project record and check the Activities. As expected, the correct values of the project record will be properly displayed in the email content
    Email template 6

Bonus Tips:
  • You can also use the template directly from the email activity screen by clicking Insert Template
  • To display option set values: {!EntityLogicalName:FieldLogicalName/@name;}
  • To display Date values: {!EntityLogicalName:FieldLogicalName/@date;}
  • To display Time values: {!EntityLogicalName:FieldLogicalName/@time;}
  • To display default text value: {!EntityLogicalName:FieldLogicalName; Default text}
  • Use the button Insert/Update in the template to choose fields from the user entity only


Hope This Helps!

Comments

Post a Comment

Popular posts from this blog

DYNAMICS 365 HOW TO HIDE RECENT RECORDS FOR LOOKUP FIELD IN UCI

Image
In UCI, a lot of behaviors have been changed comparing to the Classic Web Interface such as the tabs, BPF, and many others. Today, I will be talking about one of these behaviors which is the Recent Records in lookup fields. In a brief summary, the Recent Records feature will suggest the latest records that have been searched for, where the user can select one of them, and, the list of available records of the current view will then be displayed. This is a nice-to-have feature since it might help the users to speed up data entry. However, if the lookup has been filtered to display specific records, the Recent Records will not respect this filter and will keep showing records even is they should not. This scenario can lead to selecting a record by the user that is not allowed to be selected. Therefore, in this situation, it is better to hide the Recent Records t
Read more

SEARCH BY GUID IN DYNAMICS 365

Image
Is it possible to search for a CRM record using its GUID ? Well, NO it is not possible and YES it is possible!!! As always has been, it is not possible to search for a record by its guid in Advanced Find and in the Quick view search. However, in the model-driven app Edit filters functionality, it is possible to search for a record by its Guid. How it works, let's check the 3 different places where we can search for a records. Advanced Find search Using the Advanced find feature, you cannot put a GUID value to search for. You will directly receive an error notification eventhough when you download the fetchXml, the Guid of the record will be there. Quick view search Using the search box
Read more

SAVE FORM IN DYNAMICS 365 JAVASCRIPT

Image
In Dynamics 365, you may need to save a CRM form automatically in JavaScript upon a specific action on the form. In order to do that, the function formContext.data.save(saveOptions).then(successCallback, errorCallback); can be used to save the record asynchronously with callback functions to be executed after the save operation is completed. The following example will display a successful message if the save operation is completed, and a failure message if not. formContext.data.save(1).then( function () { alert("Successfully Saved!"); }, function () { alert("Failed while saving!"); });
Read more