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create dynamic signatures

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Posted on by 200

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:

  • Contact[context]: Places a field value, such as a first name, from each recipient's contact record.
  • Content settings[context]: Places a field value from the content settings—a subscription center URL, forwarding URL, and the sender postal address are included here.
  • Message[context]: Places values that relate to the message itself; currently, this includes the open-as-webpage URL and the various dynamic values used in double opt-in emails.

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

  • megcda Profile Picture
    megcda 2,192 on at
    RE: create dynamic signatures

    Thanks V!

  • Verified answer
    VMarques Profile Picture
    VMarques 200 on at
    RE: create dynamic signatures

    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

  • megcda Profile Picture
    megcda 2,192 on at
    RE: create dynamic signatures

    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

  • VMarques Profile Picture
    VMarques 200 on at
    RE: create dynamic signatures

    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 

  • Suggested answer
    Aga M Profile Picture
    Aga M on at
    RE: create dynamic signatures

    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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