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Allowing the creation of Email Templates for the Work Order entity

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Posted on by Ian_P

It would be really useful to have Email Templates against the Work Order entity.

Then users can create Email Templates for the various stages of the Work Order to send to the customer, such as Booking scheduled, Order completed etc.

When creating the Email Template, the entity of 'Work Order' is not available.

I cannot find where to add it.

I would rather not solution it through various Flows.

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Ian_P 39 on at

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RE: Allowing the creation of Email Templates for the Work Order entity

Thanks Leco, that was very useful.

Use 'Global' as entity

single line of text : {!EntityLogicalName: FieldLogicalName;}

Date : {!new_loan:new_approvaldate/@date;}

Time : {!new_loan:new_approvaldate/@time;}

Lookup : {!new_loan:new_customer/@name;}

Optionset : {!new_loan:new_loantype/@name;}

So for example {!msdyn_workorder:msdyn_name;} will show the Work Order number.

What is also needed for the full solution is that in the Email form, the Regarding needs to be selected by the user so that the email knows which record to take the data from.

The field is at the bottom of the form by default so can easily be missed by a user. Then a pop up will show, the user needs to select the Regarding record before they select the email template.

Then this will show, and the user needs to select 'Regarding'
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Leco Lv on at

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RE: Allowing the creation of Email Templates for the Work Order entity

Hi partner,

There is currently no out-of-the-box functionality to create work order-based email templates directly. You could refer to the method in this link

how to create mail templates in custom entities - Microsoft Dynamics CRM Forum Community Forum