Skip to main content
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Answered

SMS Template - How To Include Linked Entities?

(0) ShareShare
ReportReport
Posted on by 30

HI All, 

Hoping someone can help me. 

I have created a workflow that will trigger once a booking is set to dispatched. This will send the resource a text messages with details of the job. 

However I am struggling to get the SMS Template to show info that is on a linked entity - in this case the Work Order. 

The text messages comes up as blank as soon I try to include the WO entity.

  • AriaConsulting Profile Picture
    2 on at
    RE: SMS Template - How To Include Linked Entities?

    Hmmm. Interesting feedback.  I actually like the new FS app.  Definitely better than the old one.  But, I would still personally look to customize the app versus trying to do the whole text message thing, but just different paths to the goal.

  • nisar542 Profile Picture
    30 on at
    RE: SMS Template - How To Include Linked Entities?

    Hi Lorne - we do use the FS Mobile App.

    It's one we have faced issues with... and engineers have often mentioned field app issues to get out of jobs which has lead to customer detriment.

    The text is a back up to this... to ensure there is little room for excuses.

  • nisar542 Profile Picture
    30 on at
    RE: SMS Template - How To Include Linked Entities?

    Hi Ali - I was thinking I had to go down this route. I'm a newbie to the D365 world so the article is going to come in very handy.

    Thank You.

  • AriaConsulting Profile Picture
    2 on at
    RE: SMS Template - How To Include Linked Entities?

    Pardon me for what might be a dumb question, but why are you causing youself a good deal of extra work (and clearly frustration)?  Why not just use the FS Mobile app?  Then eveything is already there.  There's no extra charge as far as I'm aware.

  • Dan Gittler - Dynamics Field Service Profile Picture
    on at
    RE: SMS Template - How To Include Linked Entities?

    Also make sure you are referencing the lookup field to work order on the booking entity as opposed to the work order number which is a string

  • Verified answer
    Ali Khan Profile Picture
    1,380 on at
    RE: SMS Template - How To Include Linked Entities?

    It will be probably easier to assist if you could share a screenshot but generally speaking, have a look at the below link (it is talking about Account and Contact, but is sort of similar):

    powerobjects.com/.../

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Now Available: 2025 Release Wave 2

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Featured topics

Product updates

Dynamics 365 release plans