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Custom Codes in dynamics Marketing

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Posted on by 235

Hi all

I am wondering if there is another way using custom codes in D365 Marketing? Here is my conditional. I would like to send an email to a group in English, and the other group in another Languages. But instead of using the custom code, like in the picture I would like to add this conditional in the text box in the email. 

pastedimage1588056668366v1.png

Send this text to a group in english

pastedimage1588056858210v2.png.

Can I add the code directly in the HTML, and how would that look like?

And also I would like to add a field from a related entity, not using custom code. 

Is this possible?

Camilla

  • Camilla Larsson Profile Picture
    Camilla Larsson 235 on at
    RE: Custom Codes in dynamics Marketing

    Thanks for your reply. Yes it was connection I was thinking about. But it seems to not work.

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom Codes in dynamics Marketing

    Hi Camilla,

    Do you mean "Connect" function?

    pastedimage1588755200012v2.png

    Even if we connect contact with 3rd entity, the 3rd entity is still a lookup field record of Connection entity.

    We should still add custom fields to save fields of the 3rd entity.

    Abbie is connected to Viktor Mao,

    pastedimage1588755369014v3.png

    but Abbie is still a lookup field value of related Connection entity.

    pastedimage1588755393361v4.png  

    Regards,

    Clofly

  • Camilla Larsson Profile Picture
    Camilla Larsson 235 on at
    RE: Custom Codes in dynamics Marketing

    Hi again Clofly

    I am wondering if you think it could be possible to use connection in CRM to create functional relationships in CRM?

    When we have a 3rd entity that I want to merge a field from, could we then connect this entity to an marketing email, so that we will get the relationship with the connection funtionalty?

    Kind Regards

    Camilla

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom Codes in dynamics Marketing

    Hi Camilla,

    Is "merging a date field" still related with custom codes in marketing email?

    If not, please open a new thread with more details about your problem or any screenshot if possible.

    I will answer you in that new thread.

    Thanks. :)

    Regards,

    Clofly

  • Camilla Larsson Profile Picture
    Camilla Larsson 235 on at
    RE: Custom Codes in dynamics Marketing

    So the only workaround as per now is a plugin or a workflow that takes the data from "boligobject" to Contact or to "boligsøknad"

    I know it works in Click Dimension.

    Another thing..

    when merging a date field

    How am I manished to not showing the time?

    Ex. 22.04.2020. 12.00

    In the fieldtype I have only the date..

    Kind Regards

    Camilla

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom Codes in dynamics Marketing

    Hi Camilla,

    We couldn't jump over Boligsoknad if there isn't relationship between Contact <-> Boligobjekt.

    If there is direct relationship (1:N or N:1) between Contact <-> Boligobjekt, then we could link them together.

    (But in this situation, it could not be said as "jump over")

    Regards,

    Clofly

  • Camilla Larsson Profile Picture
    Camilla Larsson 235 on at
    RE: Custom Codes in dynamics Marketing

    Is it possible to jump over a entity?

    I want to merge a field from a 3 entity.

    Contact

    Boligsoknad

    Boligobjekt - Field

    If I don`t add Boligsoknad, and add directly boligobject, would that work?

    Ex.

    {{#each contact.new_boligobjekter_new_boligsoknad_new_boligobjektid}}

    {{this.new_studentid}}

    {{/each}}

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom Codes in dynamics Marketing

    Hi Camilla,

    It seems that the relationship in your sample is contact -> new_boligsoknad -> new_boligobjekter?

    You could add custom fields to Contact entity or directly related entity of Contact to save fields value of far related entity.

    By workflow or plug-in to sync data from the far related entity.

    Regards,

    Clofly

  • Camilla Larsson Profile Picture
    Camilla Larsson 235 on at
    RE: Custom Codes in dynamics Marketing

    So this is not supported..

    PROFILE(contact, contact_1)

       .RELATE(new_boligsoknad_contact_new_kontaktid, new_boligsoknad_1, RELATE(new_boligobjekter_new_boligsoknad_new_boligobjektid, new_boligobjekter_1))

    That`s bad :(

    But you mean with a workaround I am able to to this?

    Regards

    Camilla

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom Codes in dynamics Marketing

    Currently we could add only one related entity.

    Or in other word, only one relationship is supported in dynamic expression.

    You could take thread below as reference:

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/386244/marketing-email-to-come-from-account-owner

    Regards,

    Clofly

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