Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Opportunity Fields used in Global Email Templates

(0) ShareShare
ReportReport
Posted on by 27

We are trying to use opportunity fields in email templates and they always return blank, while other entities like Leads are working.  Does anyone have any advice or know of some configuration to get Opportunity fields to work in global email templates?

*This post is locked for comments

  • Suggested answer
    Pawar Pravin  Profile Picture
    5,237 on at
    RE: Opportunity Fields used in Global Email Templates

    HI drMurray86,

    For testing purpose just try with created on and owner field to get value in template. Don't think so there is any strange.

    Also try with email directly without use of template to cross check it. It should work

  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Opportunity Fields used in Global Email Templates

    Hi,

    I don't think there is any entity soecifc configuration or setting. If you are not getting the values then it may be because the values does not exists or you are using a wrong field/ relationship.

    I would suggest to check it again.

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

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 52

#3
dkrishna Profile Picture

dkrishna 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans