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I am creating a workflow which uses a email template (Dynamics 356 on-premises) I the workflow designer I want to add a custom field from the lead entity in Regarding text box of the email.
I clicked the regarding text box and selected dynamic values from Form Assistant , select operator set To, Look for Lead. When I try to select the list of field from field list box the customer field is not available and noticed that only a limited number for fields available there. Another thing noticed was most of the fields available was lookup type. What I need to do to get my custom field in the list and use in email ?
Can you check if any field is marked for Searchable == No?
Please refer this post (this is in context of Advanced Find though) - d365demystified.com/.../
Hope this helps.
A little more stuff to what Priyesh provided that could help you. You can almost every answer to your fields related query.
SmithAdmin | Office 365 E5
First of all publish your custom field customizations.
As Regarding is a lookup field, so it will show you the lookup fields in the "Look For" Options.
I think you should save and close the workflow and try doing the same steps in a new browser.
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