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Customer experience | Sales, Customer Insights,...
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Is it possible to create a lookup field pointing to Email Templates (template)

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Posted on by 2,115

Hi all,

I've created a custom entity and want to have a lookup field sit on that custom entity pointing to Email Templates in CRM. The reason being is that I want to have a javascript running that copies certain values from the custom entity to a mapped email template.

The problem is that when I create a lookup field, the template entity is not selectable. My question is that is there a way to do this? I basically want users to select a email template and therefore giving me the email template ID which I can then use in my script. If there's another user friendly way for someone to select the template then please let me know.

  • Suggested answer
    RE: Is it possible to create a lookup field pointing to Email Templates (template)

    Hi Partner,

    Unfortunately we cannot point the lookup field to email template entity, you cannot select the email template entity for a lookup field

    Reference article: stackoverflow.com/.../how-to-create-lookup-field-for-e-mail-template-entity

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/164758/lookup-to-email-template-in-crm-2013/401764

    community.dynamics.com/.../306986

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