"Send Email" workflow step losing dynamic fields from form assistant.

(0) Share

Report

Posted on by Rob Landolt

495

Hi all,

CRM's email editor inside the workflow editor has always been quirky but in D365 9.0 I'm unable to save email steps without losing the formatting.

For example, to create a workflow to inform a user of a new opportunity, I'd do something like this, adding the dynamic fields from the form assistant to auto-populate information about the record:

6303.workflow1.JPG

But when I activate the workflow and the email is sent, the field names in the body aren't populating. Everything in the header has the right values, but in the body the end user sees the {Owner(Opportunity)} instead of his/her name.

Furthermore if I open up the workflow to check on it, the highlight and formatting is gone, and I can't click and drag the fields around. It's all been converted to plain text:

4645.workflow2.JPG

I've tried multiple browsers and settings with no luck. I had created some workflows a month or so ago and the functionality worked (mostly) but now I can't create a single email and keep formatting. I've entered a ticket with Microsoft Support, but I'm curious if anybody else out there is seeing this issue in their 9.0 environments, or if it's somehow isolated to our instance.

And if anybody's aware of a workaround, like being able to edit the body in XML or something, I'd love to hear it!

Thanks,

Rob

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Preeti Sharma 2,678 on at

Like (0)

Report

Hi,

Have you tried with Internet explorer? I had this issue once,but opening workflow in IE worked for me.

Thanks

Was this reply helpful? Yes No
Suggested answer

Alex Fun Wei Jie 33,628 on at

Like (0)

Report

Hi,

I always try different browsers when I hit this problem. I would recommend you to always use IE when dealing with workflow.

Was this reply helpful? Yes No
Suggested answer

Shahis 170 on at

Like (0)

Report

Is this specific to a single entity? I ran in to this a few times and was able workaround it by making a slight change to one of the field labels of the entity, saving and publishing customizations. It doesn't matter which field, you just need to make some change and publish the changes.

Thanks,

Shahid

Was this reply helpful? Yes No
Rob Landolt 495 on at

Like (0)

Report

Hi Shahid, thanks - I'll give this a shot. I'll also look into other entities. So far I've only tried it on Opportunity.

Thanks,

Rob

Was this reply helpful? Yes No