Skip to main content

Notifications

Dynamics 365 Community / Forums / Field Service forum / SMS Template - How To ...
Field Service forum
Answered

SMS Template - How To Include Linked Entities?

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
    AriaConsulting 2,655 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
    nisar542 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
    nisar542 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
    AriaConsulting 2,655 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.

  • 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
    Ali Khan 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

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,129 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans