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 LEVEL UP BROWSER EXTENSION - PART 1 - FORMS

Image
Level up for Dynamics 365/Power Apps is a browser extension in Edge, Google Chrome, and Firefox that can help users to perform advanced actions related to Dynamics 365. It is a free and very useful tool that can be downloaded from the browser extension web store. It contains a bunch of features that we will be listing and explaining them in a series of posts around the Level up extension In this post, we will see a brief summary about the Forms actions that can be done in the Level up for Dynamics 365/Power Apps . LOGICAL NAMES This option will show logical names for fields, tabs, web resources and sub-grids on the form CLEAR LOGICAL NAMES This option will remove the logical names of fields, tab...
Read more

GET THE WEB API URL FOR A DYNAMICS 365 ORGANIZATION

Image
In this quick post, we will see how to get the Web API URL for the Dynamics 365 organization . Go to Settings > Customizations > Developer Resources In the Service Root URL, you will find the API URL You can copy this URL and paste it into a browser to get its result Based on your needs, you can get and use the WebAPI URL in JavaScript using the following line of code formContext.context.getClientUrl() + "/api/data/v9.2/ Hope This Helps!
Read more

DYNAMICS 365 REFERENCE PANEL

Image
Dynamics 365 product team is always working to improve and give the best user experience. Therefore, the continuous evolutions of the different areas and possibilities are one of the most critical things to bring. In this post, I will talk about one of these user experience improvements which is Reference Panel that was introduced with the Dynamics 365 V9. So what is exactly a Reference Panel? The Reference Panel is a type of section that can be added to the form that allows users to move across different types of sub grids and quick view controls in a single place without scrolling down or up. Let's take the example of the account form, where many quick view forms and sub grids exist inside (contacts, recent cases and opportunities...). When the users enter the form, they have to scroll up and down through the form in order to check the sub grids and their data which is sometimes annoying for them. ...
Read more