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Custom Entity is not showing in assist edit tool on Marketing email Design

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Posted on by 216

Hello Everyone, 

I have added my custom entity which is Activity type of entity and configured it with marketing app. I have followed this link https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-sync

But after  2 hours of configuration  and syncing of my entity I cannot see the relation of contact with that entity using assist tool on email design.

  • Fariha Asmat Profile Picture
    Fariha Asmat 216 on at
    RE: Custom Entity is not showing in assist edit tool on Marketing email Design

    Thanks Clofy, The Relation is not showing in assist edit but manually I have added it in custom code. It's working now .

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom Entity is not showing in assist edit tool on Marketing email Design

    Hi Fariha,

    If you can see entity in segment, then it indicates that the entity has been synced successfully.

    I also encountered the issue in my trial environment, it could be a back-end issue.

    Currently please add the relationship expression manually if you need information from contact's related entity.

    The format is below(1:N -> Contact:Custom Entity):

    contact.entityLogicalname_contact_regardingobjectid

    this.entityField

      {{#each contact.new_livestream_contact_regardingobjectid}}
    • Name: {{this.subject}}
    • {{/each}}

    pastedimage1578972927883v2.png

    pastedimage1578972804597v1.png

    Or take existing relationship expression in assist-edit as reference.

    Then open a ticket to ask what has happened to back-end sync in assist-edit in marketing email.

    https://admin.dynamics.com/?referer=mbssupport

    Regards,

    Clofly

  • Fariha Asmat Profile Picture
    Fariha Asmat 216 on at
    RE: Custom Entity is not showing in assist edit tool on Marketing email Design

    I can see that entity in Segments but in assist tool I cannot the see the relation of entity.

  • Fariha Asmat Profile Picture
    Fariha Asmat 216 on at
    RE: Custom Entity is not showing in assist edit tool on Marketing email Design

    yes It's activity type Entity and it's relation with Contact entity is similar like Task . 1:N

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Custom Entity is not showing in assist edit tool on Marketing email Design

    Hi Fariha,

    Have you built 1:N or N:1 relationship between your custom entity and contact entity?

    (You can see the custom entity in Contact's 1:N or N:1 related entity)

    Regards,

    Clofly

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