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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Real Time Email and Em...
Customer experience | Sales, Customer Insights,...
Answered

Real Time Email and Email Template Customization

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Posted on by Horacio Crespo 22
Hi, 
 
is it possible to customize the Email and Email Template form in Real Time ? For example, in the email form I added a new lookup field above the Company Adress field in the right panel, but later the field is not visible. 
 
Thanks in advance 
Horacio
  • Suggested answer
    Horacio Crespo Profile Picture
    Horacio Crespo 22 on at
    Real Time Email and Email Template Customization
    Hi Cui Hao, 
     
    It worked for me.
     
    Thank you so much ! : ) 
  • Verified answer
    Cui Hao Profile Picture
    Cui Hao on at
    Real Time Email and Email Template Customization
    Hi,

    I have analyzed and tested several times for your question.
    Lookup fields can be added to the Form, you can customize them the way I did it. The method I got after testing is as follows:

    1. First, you need to operate on these two Forms.


    2. I'll use the /Owner/ and /Created By/ lookup fields as examples.
    You need to add the /Owner/ and /Created By/ lookup fields to the /Send Settings/ of both forms.
    How to add the fields: You need to click /Reply to email/ in one of the /Send Settings/, and then switch to the /Table columns/ from the /Tree view/ in the left navigation bar to select the two lookup fields /Owner/ and /Created By/.


    After several attempts, I realized that the order of the added fields must be the same in both forms.

    3. After doing what I did above in /Email header/ and /Information/ and publishing it, it successfully showed up in the app.

    You can refer to my method, I hope it will be helpful to you.


    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.


    Best regards,
    Cui Hao

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