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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Allowing the creation ...
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Suggested answer

Allowing the creation of Email Templates for the Work Order entity

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Posted on by Ian_P 68

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.

I have the same question (0)
  • Suggested answer
    Leco Lv Profile Picture
    Leco Lv on at
    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

  • Suggested answer
    Ian_P Profile Picture
    Ian_P 68 on at
    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.

    pastedimage1668508437901v1.png

    Then this will show, and the user needs to select 'Regarding'

    pastedimage1668508635252v2.png

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