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While i was working on Email templates , I found out how we can use related entity and field in email template.
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I will answer this question to help others.
Just use this format in your email template. It works !!
{!<entitylogicalname>: <fieldlogicalname>; <Default Text>}
If you want to show lookup value name of related entity. use below. property.
{!<entitylogicalname>: <fieldlogicalname>/@name; <Default Text>}
{!lead:qualifyingopportunityid/@name;}, that so template will display name of the lookup values.
In order to return just Dates add at the end of the fieldlogicalname, /@date. Similarly for just the Time portion, add /@time
Lookups return the GUID value, to return the Primary Attribute’s Friendly Name, add /@name.
Option Set Values will return the numerical value. In order to return the Friendly name add /@name,
How to get values from related entity, for eg in case entity there is a custom field which is a lookup field of account. In email template if i want any value from account then how can i get that in email template.
Hi Gaurav,
I have a same problem like yours.I'm also looking for a way to get value of related entity which is a look up filed of account.I'll be appreciate if you help me to figure out as well.
Thanks,
Piny
Did u get the solution for this query?
Hi Neeraj
I have created an entity specific email template and would like to use field data from a custom related entity.
I have tried using the above format. However, it seems like the relation is not recognized as I am given the default text.
What am I doing wrong?
HI,
Please refer below article to insert dynamic content in email template.
passion4dynamics.com/.../
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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