Hello,
This does look like a question for Dynamics 365 for Sales.
Thanks.
Hi,
Did you copy the text along codes to a new template?
Please make sure when you open the email template in design mode, all dynamic field place holders are highlighted (and are not appearing as plan text):
If not, delete the codes and re-insert fields.
Hello Wahaj,
I did not copy any text. I used the Insert Dynamic Text function, from the command bar. This is what it looks like, until I save the template (below). Once I save the template the codes change to plain text.
Did you try re-adding Dynamic Text? Every time you save, it is converted to Plain Text?
Wahaj, That is correct. I have tried re-adding, re-saving, Global vs Entity (Case), Personal vs Organizational. Just a month ago I was able to create several templates w/o issue. Now, the interface looks different and does not seem to work properly.
I opened a ticket with Microsoft Support and this was the response:
We have identified the root cause and are raising a pull request to fix the issue. In order to workaround, please use the legacy template experience via personalization settings.
Go to the personalization settings -> go to the Email template tab -> from there you can select your template and that will open in legacy web client -> from there you can create and add dynamic values to your template.
I tried this with the same results converts variables to plain text and doesn't merge.
Ed, thank you so much for opening the ticket w/Microsoft. Unfortunately, the experience is the same when I go to personalization settings...
I just read this may be fixed in the April 16, 2021 North America update, from another thread about this issue:
community.dynamics.com/.../dynamic-merge-fields-in-email-templates-not-populating
I tried in my environment an it seems to be working everytime.
Here is my org. version:
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