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Customer experience | Sales, Customer Insights,...
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Marketing emails - Dynamic content - second level relationship

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Posted on by 44

Hi

I'm having a problem solving an issue with dynamic content in an email we want to set up and send out. Part of this email should be fetching data from a second level table, but from what I can find In the documentation this is not supported (https://learn.microsoft.com/en-us/dynamics365/marketing/dynamic-email-content). Is there a workaround for this?

In my case, we have a 'Subscription' table with a 1:N relationship to Contact. A for-each loop is set up to identify the correct record for a specific contact. This is working as it should and I'm able to populate the email with the correctly identified record. This is where it stops for me unfortunately. In addition, there is another table called 'Deal' with a 1:1 relationship to 'Subscription'. I also want to populate the email with a field from this table so the output looks something like this:

Your subscription: <data field from subscription table>

Amount: <data field from deal table>

Relationship between entities:

pastedimage1671009768099v1.png

Thanks in advance for any help with this.

I have the same question (0)
  • Suggested answer
    Susanne Sauer Profile Picture
    45 on at

    Hi SveinS,

    I had a similar issue recently. I believe it will help you to go to your dataset configuration (or ask your system admin) and make sure that your additional table "Deal" is synced. It basically needs to be "switched on" so that you can include it in your queries.

    Here's the corresponding section in the documentation: Dataset configuration (Dynamics 365 Marketing) | Microsoft Learn

    Hope this helps.

    Susanne

  • SveinS Profile Picture
    44 on at

    Hi, Susanne

    Thanks for the tip. Had a look at the dataset configurations and the table seems to be synced already. At least everything seemed OK according the info in the link you provided.

  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    Hi SveinS,

    Outbound marketing emails have a two-hop limit that can't be circumvented,

    My idea is to add a mapped field so that the contact can find the corresponding field directly: 

    Dynamics 365: Mapping Fields - The Marks Group | Small Business Consulting | CRM Consultancy

    Of course, real-time marketing can take up to six hops, and you can also try designing with it.

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