Share
ReportWhile i was working on Email templates , I found out how we can use related entity and field in email template.
*This post is locked for comments
You’re offline. This is a read only version of the page.
While i was working on Email templates , I found out how we can use related entity and field in email template.
*This post is locked for comments
HI,
Please refer below article to insert dynamic content in email template.
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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?
Did u get the solution for this query?
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
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.
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,
In order to return just Dates add at the end of the fieldlogicalname, /@date. Similarly for just the Time portion, add /@time
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.
I will answer this question to help others.
Just use this format in your email template. It works !!
{!<entitylogicalname>: <fieldlogicalname>; <Default Text>}
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (