Microsoft Dynamics CRM (Archived)

Dynamic Values for Custom Entities in Email Templates

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Posted on by DanielSturm

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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.

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DanielSturm 129 on at

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RE: Dynamic Values for Custom Entities in Email Templates

Well I just figured it our myself... I was trying to get values from the wrong entity.

Correct version would be:

{!new_checkliste2:createdon;Test}

{!new_checkliste2 : createdon;Test}

The spaces are irrelevant

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Inksrm 721 on at

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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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Syed Ibrahim 6,257 on at

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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.

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Inksrm 721 on at

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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

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Syed Ibrahim 6,257 on at

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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.

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Patrick Friedrich 395 on at

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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

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SergeyT 310 on at

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RE: Dynamic Values for Custom Entities in Email Templates

N/A

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Patrick Friedrich 395 on at

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RE: Dynamic Values for Custom Entities in Email Templates

???

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DanielSturm 129 on at

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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

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Community Member on at

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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

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