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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating Email Templat...
Microsoft Dynamics CRM (Archived)

Creating Email Template for Opportunity

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Posted on by Jason Eldredge

When I create a new email template for an Opportunity entity, I see two Account and two Contact fields.  I assumed it was related to the potential custom relationship.  I created a generic template with the first and second account fields and the same with the first and second contact fields.  No values appear for the second field of either account or contact.  Does anyone know what they reference or how to change the names?

BTY, this is in a new 2013 trial.

 

Thansk!

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  • Suggested answer
    Lozici Cezar Profile Picture
    Lozici Cezar 890 on at

    Hi Jason,

       I've been looking at the same steps you've described but cannot identify the fields you mentioned.Can you please offer some more information on the exact names of these fields or maybe post a print screen?

    Thank you for using Microsoft Dynamics CRM Communities

    Cezar Lozici

    Support Engineer

    Microsoft Dynamics CRM

  • tin-tin Profile Picture
    tin-tin 232 on at

    Hi Lozici Cezar

    When I created a new email template for an Opportunity entity, I see two Account and two Contact fields in the dropdown along with the opportunity when i click on the Insert and update for the email template but do not find any thing for the opportunity id in the field of the opportunity can u tell wat name it displays in the template

    Regard

    Tin-tin

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