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Customer experience | Sales, Customer Insights,...
Answered

Dynamic Text not getting populated in email templates

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When I use a new personal email template I created today, the text that should be inserted via the Insert Dynamic Text does not appear. Rather, the "code" for the dynamic text is showing up.
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  • Community Member Profile Picture
    on at

    2185.Dynamic-Text-not-getting-pulled-into-Email-Template.PNG

  • Suggested answer
    Marco Mels Profile Picture
    on at

    Hello,

    This does look like a question for Dynamics 365 for Sales.

    Thanks.

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,321 on at

    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):

    pastedimage1617270602558v1.png

    If not, delete the codes and re-insert fields.

  • Community Member Profile Picture
    on at

    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. 

    Insert-Dynamic-Text-Example.PNG

  • Wahaj Rashid Profile Picture
    11,321 on at

    Did you try re-adding Dynamic Text? Every time you save, it is converted to Plain Text?

  • Community Member Profile Picture
    on at

    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.

  • EdCan Profile Picture
    346 on at

    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.

  • Community Member Profile Picture
    on at

    Ed, thank you so much for opening the ticket w/Microsoft. Unfortunately, the experience is the same when I go to personalization settings...

  • Verified answer
    EdCan Profile Picture
    346 on at

    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

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,321 on at

    Hi,

    I tried in my environment an it seems to be working everytime.

    Here is my org. version:

    Microsoft Dynamics 365

    2020 release wave 2 enabled

    Server version: 9.2.21031.00152Client version: 1.4.2362-2103.1
    Anyhow, as Ed mentioned, future release should fix this issue for you.

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