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Dynamic Values for Custom Entities in Email Templates

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Posted on by 127

Hi everyone,


I am trying to use values from a custom entity in a global E-Mail template, according to this blog:

http://www.crmsoftwareblog.com/2015/11/dynamic-values-custom-entities-email-templates/

My entity name is: new_checkliste2

The displayed name is: Machbarkeitsanalyse

For testing i was trying to get the information from the created on(Erstellt am) field.

Therefore I tried following "combinations"

{!Machbarkeitsanalyse:Erstellt am;Test}

{!Machbarkeitsanalyse : Erstellt am;Test}

 

{!new_Checkliste2:Erstellt am;Test}

{!new_Checkliste2 : Erstellt am;Test}

{!new_Checkliste2:Created on;Test}

{!new_Checkliste2 : Created on;Test}

None of them worked. they didn't turn into the yellow link thingy after safing.


Anybody got a clue what i am doing wrong?


I'd really appreciate any help i can get.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic Values for Custom Entities in Email Templates

    Is there a solution?

    I use the Campaign Activity to fill in the Channel type as Email. When I click on the Distribute Activity button, I use the mail template to send it. I want to create a dynamic mail template. The data is obtained from the Campaign Activity and the corresponding Campaign. When I use {!campaignactivity : subject ;}, can turn yellow, but the email sent has no data.

    Does anyone know why?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic Values for Custom Entities in Email Templates

    You need to add a space between the entitylogical name and the :

    I.e. {!new_Checkliste2 : Erstellt am;}  not {!new_Checkliste2:Erstellt am;}

    Haven't tried using default values but I imagine you need to add a space after the ; when doing so as well.

    Also I found that even though everything was correct I sometimes I needed to retype it again from the start. When both the entity and field name showed as underlined in red then on save they resolved.

    Good luck

  • DanielSturm Profile Picture
    DanielSturm 127 on at
    RE: Dynamic Values for Custom Entities in Email Templates

    Hi Patrick,

    if you find an OOB solution, make sure to link a description here. Currently, to my best knowledge, I would actually suggest to use the workaround exactly as you describe it. 
    Actually, I am using it as well for the Lead entity, to get name and surname of the owner to be able to send personalize reminders in case there are activities overdue.

    Daniel

  • Patrick Friedrich Profile Picture
    Patrick Friedrich 395 on at
    RE: Dynamic Values for Custom Entities in Email Templates

    ???

  • SergeyT Profile Picture
    SergeyT 310 on at
    RE: Dynamic Values for Custom Entities in Email Templates

    N/A

  • Patrick Friedrich Profile Picture
    Patrick Friedrich 395 on at
    RE: Dynamic Values for Custom Entities in Email Templates

    Dear all,

    I would like to push this thread again because there is another requirement to solve - hopefully it works as well.

    The description linked works fine for custom entities and to display dynamic values.

    My business case is to send an email via template where the regarding field is custom entity A.

    On entity A there is another lookup to entity B and C. On these two entities we need two values as well for the email template. Is this also possible or do I have to sync these values to entity A to use them in the email template? I don´t want to have duplicated data in the system so I´m looking for a OOB solution to get the values easily.

    Thanks in advance

    Patrick

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Dynamic Values for Custom Entities in Email Templates

    We wish bro.  There is new feature released for custom code retrieve entities based on custom field as key. Please check the below link. It will be useful

    community.dynamics.com/.../define-alternate-keys-for-an-entity

    If my suggestion clarifies your query, pls mark it as verified. this may be helpful for other members who is looking for same issue.

  • Inksrm Profile Picture
    Inksrm 721 on at
    RE: Dynamic Values for Custom Entities in Email Templates

    Hi Syed, thank you for the quick response.

    Hopefully they add this functionality in the future!

    Cheers

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Dynamic Values for Custom Entities in Email Templates

    hi Inksrm, Its not possible . Because lookup will the primary id for relating to other entities. For Contacts "fullname" is the primary id and for custom entities "new_name". So to conclude you cant have any other fields as lookup except the primary field.

    hope it clarifies your request.

  • Inksrm Profile Picture
    Inksrm 721 on at
    RE: Dynamic Values for Custom Entities in Email Templates

    Hi Daniel, is there way to reference a different attribute on a lookup? For example, if you were using a lookup to a Contact, and you just wanted it to display the first name of the contact rather than the full name?

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