Adding Today's Date on Email Templates

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Posted on by AIM_IT

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Hi, I'm trying to add Today's Date on an email template that I'm creating for a Lead. I've already looked at this thread: community.dynamics.com/.../75232.aspx and don't have the "Process" or "Execution Time" in the Data Values Available.

This is an email template for a Lead, and the only record types available are User and Lead.

Any suggestions?

Thanks!

-David

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ScottDurow 21 on at

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Hi,

I think the only option you have is to create a custom attribute on the lead that you set today's date, and then use it in the email template. There may be ways of setting in dynamically through a plugin that is registered on Retrieve, but this is likely to be quite involved technically.

Hope this helps,

Scott

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Community Member on at

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David,

How is the email being sent by the user?

If the email is being sent after the lead is open and the user clicks send email then chooses the template, I would create a new attribute on the lead and then use a javascript web resource to set the new attribute to todaysDate when the lead form is open. After that, I would include the new lead attribute where desired in the email template.

Let me know this helps!

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AIM_IT 265 on at

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Hi Shane,

Apologies for the late answer...

The email is being sent via a Process Workflow

Your suggestion sounds like it would work...

How do I access the JavaScript Web Resource Manager for CRM 2013?

I only see deprecated information for CRM 2011

Thanks!

-David

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Donna Edwards 2,996 on at

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The approach Scott recommended is the solution. In the workflow that is sending the email, first set a custom field on the Lead record to today's date and then consume that value in the email that follows.

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