Dynamic values from lookup in email template crm 365

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Posted on by Jharana Baliyar Singh

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Hi All,

I have Account entity email template in this i need to get dynamic values from custom entity like:

On Account entity one lookup field Primary Address (Address Master entity) is there & from Primary Address lookup field District is available.

Here Can i get dynamic values of this District from Address Master entity in Account email template ?I have used below template but its showing null district value.

Is it possible ?

Anyone have any ideas ?

Thanks,

Jharana

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Hello,

Please refer below article where you will have information related with the Email Templates.

darrelljacksonblog.com/.../

Thank you,

Amit Katariya

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Jharana Baliyar Singh 2,667 on at

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Hi Amit,

I have followed the link u shared: I am using like below :

Type am using Account email template not global.

{!schemanameofprimaryaddressentity : districtschemaname/@name ;}

{!new_address : new_district/@name ;}

But its giving null value.

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Hello,

Can you use Global Template type.

Thank you,

Amit katariya

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Jharana Baliyar Singh 2,667 on at

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Hi Amit,

I have used global template also but no value.

Thanks,

Jharana

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Bipin D365 28,983 Moderator on at

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Hi,

Please try below blog.

rawishblog.wordpress.com/.../

make sure you are specifying the correct schema name and field name in lower case letter. And when you click on save it should turn into yellow color.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Jharana Baliyar Singh 2,667 on at

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Hi Bipin,

Thanks for your response.

I have used correct scehmaname in lowercase & once save it will aitomatically set the field with display name what we are using in crm entity.

But here what syntaxt should use to get lookup value district present in the primary address entity & primary address is avilable in Account entity.

Thanks,

Jharana

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Bipin D365 28,983 Moderator on at

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Hi,

At the moment its not supported. You can just take value of the lookup record. however cannot go inside that record to get its other field values.

You can create new custom field in Account entity and auto populate this with Workflow/JS/Plugin and use that in your email template.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Jharana Baliyar Singh 2,667 on at

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Thanks for response Bipin. Yes I was assuming the same & taking other field by populating value from primary address lookup.

Thanks,

Jharana

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