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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Insert websiteurl of p...
Microsoft Dynamics CRM (Archived)

Insert websiteurl of parent accout in email template

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Posted on by Mounir 310

Hi,

I created an email template for the lead entity. I need to be able to insert field from the parent account entity in the email content. 

The insert/update popup shows only fields for the lead entity.

How can I do that please.

Thank you in advance,

Mounir

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  • Suggested answer
    Royal King Profile Picture
    Royal King 27,686 on at

    I dont think you can do this with OOB but there is a custom workflow in codeplex that can be used to get this done

    Here is url to the Custom workflow library

    crmcustomemails.codeplex.com

  • Verified answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 Moderator on at

    I would create the <Custom>_WebsiteURL in the lead entity (you don't need to put it on the form) Then have a workflow that runs on save to copy from the Parent Account into the <Custom>_WebsiteURL on the lead - then you can pick this up in your email template.

    If you also want the ability to update the URL based on the Parent Account Changing you can have a workflow to push on change of field

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