Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Unable to edit Display Name nor remove Dynamic Text block that are created in error

(1) ShareShare
ReportReport
Posted on by 38
Hi team,
 
In Emails > Editor, I'm trying to remove a Dynamic Text block that was created in error.
 
There's no option to edit the Display Name itself, so the only way is to remove it.
 
However, as I try to remove it, it throws me an error despite not displaying in the "Dynamic text" section under "Personalize" tab on the right.
 
Use case for this is -
* Each member (Contact) has access to various product offering, and for each offering, there's a dedicated Sales Rep. For example, Person X may be using Product A and B, and have Sales Rep A and B respectively.
From a data perspective, Sales Reps live in the same table called "Users".
* To pull in the name of the Sales Rep, by default, the Dynamic Text would be the field name of the table (Users), which would be "First Name".
* Once you create a Dynamic Text block, you can't edit the Dynamic Text.
* This creates room for error, as other marketing coordinator may assume "First name" to be Sales Rep for Product B, but in fact it could be for Product A. 
* So we want to be able to:
 
1. Edit the Display name of a Dynamic Text block
2. Delete a Dynamic Text block
 
Furthermore, I would like to know if there is a list view of Dynamic text block that have ever been created, so that we can standardised naming convention across the team. Right now, everyone could create Dynamic Text block on the fly, which is going to create problem for maintaining consistency across the team.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans