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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to get the field v...
Microsoft Dynamics CRM (Archived)
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How to get the field values from a related custom entity in an email template – Microsoft Dynamics CRM

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Posted on by Piny 56

Hello friends,

I'm creating email template and accessing data fields from custom entity by using this syntax : {!EntityLogicalName:FieldLogicalName;}

and related custom entity (lookup field ) syntax : 

Customer: {!dot_document:dot_Customer/@name;Aaka Restaurant}

Its working great.But my requirement is i need to access Field from lookup entity ,Example :

Document entity :Customer (lookup field) ..I want to access First name,city,or purchase Date of Customer.

I would like to know the way of doing this.I will appreciate if somebody help me.

Thanks,

Piny.

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I have the same question (0)
  • How to get the field values from a related custom entity in an e Profile Picture
    How to get the fiel... 5 on at

    Hello there, my dear friend, Did you find a solution?

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Piny,

    How about if you can bring that column into that table by using the calculated column?

  • Piny Profile Picture
    Piny 56 on at

    Hi,

    nop, we can't use Email template but we can use workflow to complete the requirement, and it worked.

  • Piny Profile Picture
    Piny 56 on at

    Thanks for your help! I used the workflow instead of the email template.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,985 Moderator on at

    Hi,

    Only primary column from lookup field can be shown in Email template.

    You  can insert placeholder in your email template and then use custom code to replace place holder with actual value using plugin/custom workflow.

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