web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Is it possible to create a lookup field pointing to Email Templates (template)

(0) ShareShare
ReportReport
Posted on by 2,175

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.

I have the same question (0)
  • Suggested answer
    AJ-22040756-0 Profile Picture
    Microsoft Employee on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 165

#2
ManoVerse Profile Picture

ManoVerse 161 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans