Dynamics Community Forum Thread Details

Workflow email template placeholders in Dynamics 365 FO (AX) – any others?

I am working on a Purchase Order Approval Workflow in Microsoft Dynamics 365 Finance and Operations. I am trying to customize the email template (Email ID), but I have encountered two main challenges regarding the email body:

Specific Placeholders: In the Email ID (HTML) template, I can only use standard placeholders like %message%, %subject%, and %for%. I want to use more specific fields like Vendor Account (%PurchTable.VendAccount%) directly in the HTML body of the email template, but they are not being rendered and appear as plain text in the received emails.
Dynamic Line Items: My purchase orders usually contain multiple lines. I need to display these lines (Item Name, Quantity, Unit, and Price) in a dynamic HTML table within the email notification. Since the standard email editor doesn't seem to support loops (foreach) or dynamic tables, what is the best practice to achieve this within the workflow framework?

Is there a standard way to make these specific placeholders work in the Email ID template, or is there a recommended method to inject a dynamic table into the %message% tag?

Best Regards

Categories:

Dynamics 365 Finance

Microsoft Dynamics AX

Hey,

Unfortunately, the email body (template) is very limited. One way to meet your requirement is to use Power automate (PA) to send emails. You are quite flexible with PA and dont need a code release in case you change something - at least when it comes to the email part.

Now the question is how to get the data from F&O to PA. Either by a dataverse connection using virtual enties, which is the most flexible way. You need to establish a dataverse connection and create the flow, no code release. However, you need to check if the virtual entities does support all the tables you need to access.

Another method is creating business events, which sends data to PA which you can pick up and create an email out of it. This approach gives you more control as you can develop whatever you need, however, if you miss something or requirements change, you need a code release.

A third option worth mentioning and investigating is to use ISV solutions. I know that Free Edition - Docentric AX offers a lot in the free edition, especially when it comes to email templates. I am not making advertising here, just want to add a solution (approach).

Kind regards, Adis

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