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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Are Quick View Fields ...
Microsoft Dynamics CRM (Archived)

Are Quick View Fields usable in CRM Email templates as an insert-able field?

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Posted on by Sam Conroy 274

Hi all,

Was just looking to see if there was any way to add a quick view field into a CRM email template?

My test isn't showing it as available but I wasn't sure if I've missed anything :)

Reasoning behind it - When I reference the {!Contact:FirstName} field it seems to just pull it from the primary contact rather than the contact in that record.

Cheers

Sam

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    No, You cannot use Quick view fields to the template. The only option is for the direct entities.

  • Sam Conroy Profile Picture
    Sam Conroy 274 on at

    I suspected as much. Thank you for confirming.

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