Dynamics Community Forum Thread Details

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

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.

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