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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Can only insert Full N...
Microsoft Dynamics CRM (Archived)

Can only insert Full Name when creating email workflow. Only want First name. Advice appreciated.

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Posted on by Julie Glasgow 110

Hi, 
I'm creating an email workflow that sends an email to a contact. The primary entity of the WF is based on a custom 'survey' entity, which is related to a custom 'booking' entity, which is then related to the OOTB 'Contact' entity.

So, using the form assistant, I can select the related 'booking' entity which is linked to the contact, but I can only see 'Contact', where I would have hoped to see Contact:First Name. 

Screen-Shot-2017_2D00_12_2D00_21-at-15.27.15.png

Any advice on how I may do this. Using D365. 

Thanks

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    You can create another workflow/ or write custom logic to get first name and last name (create to fields to hold these values) of the contact and further can use those fields in your workflow.

    Thanks

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Glasgow,

    The OOB workflow editor will let you choose only from the direct parent i.e. one level. It won't go beyond that. As suggested above, you need to write something custom to achieve this.

    Simple option would be to add the firstname & lastname fields on the Booking entity, which populates from the corresponding contact record. And in workflow, you use the firstname, lastname field instead of contact.

    Hope this helps.

  • Suggested answer
    Julie Glasgow Profile Picture
    Julie Glasgow 110 on at

    Thanks Ravi, that helps!

  • Julie Glasgow Profile Picture
    Julie Glasgow 110 on at

    Thanks Mahender.

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