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Related Entity Field on Email Template

  • 1.  Related Entity Field on Email Template

    SILVER CONTRIBUTOR
    Posted Sep 16, 2020 03:22 PM
    Is there a way to pull in a field from a related entity into an email template?  For example, I have an email template for the Quote entity.  In the body of the email I want to be able to pull in just the first name of the customer contact on the quote record.  The quote record contains the contact's full name, so I was trying to figure out a way to pull in just the first name of the contact record related to the quote record.  Is this possible without any kind of custom code?

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    Kyle Polliard
    Manager, Sales & Marketing
    Allegheny Technologies, Inc.
    Natrona Heights
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  • 2.  RE: Related Entity Field on Email Template

    TOP CONTRIBUTOR
    Posted Sep 17, 2020 09:22 AM
    Hi Kyle,
    that is depending on the email system and the CRM version. We have ClickDimensions and that makes it quite hard. Using CRM internal emails on CRM onprem it could be something like described in the URL https://community.dynamics.com/crm/b/passiondynamics/posts/insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm.
    I have not tried it in D365 online or with Marketing for Dynamics.

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    Axel Girgensohn
    Dynamics CRM Specialist
    Aller Media AB
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  • 3.  RE: Related Entity Field on Email Template

    Posted Sep 22, 2020 03:25 AM
    Hi Kyle,
    I agree with Axel, it depends on what CRM & email platform you are using. For instance, with Touchdown you can create email templates with drag & drop builder and personalise it pulling any field you are using in your CRM database. Personalisation is not hard in this case and you don't need any custom code. Don't hesitate to have a look.

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    Adriana Vrablova
    Touchdown
    Hem
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  • 4.  RE: Related Entity Field on Email Template

    SILVER CONTRIBUTOR
    Posted Sep 22, 2020 09:19 AM
    Thanks for the feedback!  We are using Dynamics 365 Online version 9.1.0000.22251 which includes the 2020 release wave 1 installments.  Our email platform is Outlook.  Not sure if that provides any additional insight. 

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    Kyle Polliard
    Manager, Sales & Marketing
    Allegheny Technologies, Inc.
    Natrona Heights
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  • 5.  RE: Related Entity Field on Email Template

    Posted Sep 22, 2020 09:38 AM
    No problem! According to your answer Touchdown can indeed help you without using a code!
    You can try the free version and test it yourself here https://www.touchdown.co/,
    If you're interested, we could discuss your needs further and find a perfect match for you.
    Let me know how that sounds!

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    Adriana Vrablova
    Touchdown
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  • 6.  RE: Related Entity Field on Email Template

    SILVER CONTRIBUTOR
    Posted Sep 22, 2020 11:45 AM
    I think the easiest way would be to add a calculated field on the Quote entity that pulls in the first name from the related contact.  Then you can easily pull the calculated field into the email template.  I've used this trick many times for many reasons.

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    Terry Letkeman
    Bespoke Technology Services
    Winnipeg
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  • 7.  RE: Related Entity Field on Email Template

    TOP CONTRIBUTOR
    Posted Sep 23, 2020 01:57 AM
    Hi Kyle,
    when I understand you correct you use the standard email templates within CRM. Now I can only tell you how you do it in CRM onprem but it still should be similar in Online.
    Go to Settings / Templates / Email Templates and select the template you want to change.
    Click into the body where you want to place the first name. Click on Insert/Update in the menu. In the pop up click on "Add" and now you should be able to select different entities (the entity selected for the template and the N:1 related entities like contact, user and account maybe others in your case).
    Click on contact and select the FirstName. Now you should have a yellow marked field in your template. It has to stay yellow otherwise the link to the database is removed.
    I hope this is what you are looking for.



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    Axel Girgensohn
    Dynamics CRM Specialist
    Aller Media AB
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  • 8.  RE: Related Entity Field on Email Template

    TOP CONTRIBUTOR
    Posted Oct 01, 2020 08:19 AM
    Kyle,

    Check out a free trial of DocumentsCorePack for Dynamics 365 on the MS AppSource Store.  Our easy to use add-on solution for Dynamics 365 makes it easy to pull related fields buried deep in Dynamics 365 into your email and word based templates.  This "Getting Started From AppSource" document walks you through how to get setup:  https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RE4CsXO

    And this very short 4-minute video I created shows how easy it is to pull fields into a Word based template (which can then be used as email content when an email is sent).  Template Design Basics

    If interested in learning more, just reach out and I can answer any questions you may have and walk through other scenarios with you in my live environment.

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    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
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