Hello,
After reading the documentation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/dynamic-email-content
I'm still struggling to on how to add dynamic content for a email template.
I have created a customer journey with various emails that will go out to the contact. The emails signature needs to be dynamic based on the owner of the contact, along with data points from the systemuser record within CRM.
We have various data points on the systemuser record for Marketing specific items to be added to the email. I added the User entity from the customer insight setting within the Marketing app. But my question is really how to build the proper syntax to dynamically change the signature based on the contact owner.
The only 3 entities that provide the "context" for dynamic fields are:
I'm able to reference the user entity in the design editor using the </> link, but it returns a static list of active users.
I assuming the correct syntax would be somewhere along the lines like {{contact.systemuser.fullname}}
Thank you for your help,
V
Thanks V!
After some trial and error, I was able to find the correct syntax to populate data points from the system user.
Here is the synatx:
{{contact.contact_systemuser_owninguser.<fieldname>}}
Thanks
V
Thanks for the update VMarques. I will follow-up with Aga so she is clear on your ask as I have the detailed data. My apologies, I've been out the last couple days and haven't had a chance to do so.
Megan
I've verified with Microsoft and its a bug within the system. The email I created with the dynamic content passed the "check error" functionality. From there, you would expect the email to be to sent out, but after checking the Email interaction tab within the contact record. It displayed the reason it was blocked, due to the syntax.
If the syntax for the dynamic content was incorrect, then it should have not passed the "check error" functionality.
Currently working with Microsoft to resolve this bug, as this is a very important feature needed to provide dynamic content from various entities within the CRM system.
-V
Hi VMarques,
To fulfill your scenario, you could leverage dynamic content generated for Contact[context] object using Assist Edit functionality (as described here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/dynamic-email-content).
In order to provide you with exact syntax, we would need your org ID.
If you are still experiencing issues with creating the functionality described in your question (or any other) - please submit a support ticket with details of your organisation.
Thank you,
Aga
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