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E-mail templates for workorders

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Posted on by 40

We have Dynamics 365 CE with fieldservice.

Now we want to create an e-mail template that can be sent from within a workorder but we can't select workorder as a category.

Is this by design or am I doeing something wrong (a missing setting perhaps)?

  • Peter Beentjes Profile Picture
    Peter Beentjes 120 on at
    RE: E-mail templates for workorders

    Hoi R. Verhoeve,

    Bedoel je bij het selecteren van de werkorder, dat je de SELECTIE in de CJ niet kan selecteren? Of de data vanuit de werkorder in het e-mailtemplate zichtbaar krijgt? Stuur mij anders even een mail want ik heb dit toevallig gedaan voor een klant van mij (peter.beentjes@mailcompany.eu).

    Groeten,

    Peter  

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,305 Super User on at
    RE: E-mail templates for workorders

    Hello,

    Check this post - www.marinabutenko.com/.../how-to-create-an-email-template-for-custom-entity-in-dataverse

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