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Customer experience | Sales, Customer Insights,...
Suggested answer

Search for images when creating email

Posted on by 15

Good Morning,

I have a problem when inserting an image into an email.

The file browser opens and only searches if you have it tagged with a keyword.

Would it be possible to search by filename?

thanks

  • Suggested answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: Search for images when creating email

    Hey Klosb, apart from Clofy's reply to this thread, we've taken your feedback as input for the improvement of the image addition functionality as well.

    Thanks,

    Shravan

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Search for images when creating email

    Hi klosb,

    If the answer helps, please kindly mark it as verified to close the thread, thanks. :)

  • klosb Profile Picture
    klosb 15 on at
    RE: Search for images when creating email

    perfect, thank you very much!

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Search for images when creating email

    Hi klosb,

    Keyword is an entity to manage images, so you could refer to following workaround and check whether it makes sense for you.

    1. Trigger a workflow on creation of File entity, in the process, generate a new keyword record and populate its fields with data from file.

    pastedimage1611565430875v1.png

    2. Associate keyword and file using Associate Entity method of Dynamics 365 Workflow Tools.

    (Set both Relationship Name and Relationship Entity Name to msdyncrm_msdyncrm_keyword_msdyncrm_file)

    pastedimage1611565590597v2.png

    3. Workflow steps overview

    pastedimage1611566035542v3.png

    Once we upload an image to Marketing application, it will generate a keyword with same file name and associate it to the uploaded image.(The process takes 10 - 15 seconds to do creation and association.)

    pastedimage1611566120475v4.png

    In other word, if 10 images have been uploaded, then there will be 10 keywords.

    Regards,

    Clofly

  • klosb Profile Picture
    klosb 15 on at
    RE: Search for images when creating email

    Hi Clofly,

    thanks for the reply.

    the truth is that the search by name would be very useful.

    And couldn't you create keywords from the names automatically?

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Search for images when creating email

    Hi Klosb,

    Currently searching by filename in email images control is not supported.

    Please search your image in Files entity records and add keywords to it.

    https://docs.microsoft.com/en-us/dynamics365/marketing/manage-images

    Regards,

    Clofly

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