Mails sent with dynamic values code in CRM 4.0

Domanda Mails sent with dynamic values code in CRM 4.0

  • mercoledì 24 settembre 2008 20:47
     
     

    I want to send e-mail reminders for upcoming appointments

    Since I can’t create an appointment e-mail template type, I have to use the option “Create New Message” in the send e-mail workflow step.

    While writing the e-mail message, I can use Dynamic Values but the e-mail is sent with the field code like {Location(Appointment)} and not with the dynamic value. What’s wrong?

    I appreciate any help I can get.

Tutte le risposte

  • giovedì 25 settembre 2008 04:14
     
     
    do the other dynamic fields populate as expected or all of them not working?

     

  • giovedì 25 settembre 2008 06:30
    Moderatore
     
     

    It worked ok on our end.  the {Location(Appointment)} merged ok when the email is produced.

     

    Try to create a test appointment workflow with email step.  Set it to on Demand trigger and Scope is Organization.  It is only this field or all other merge fields?

     

     

    Frank Lee, Microsoft Dynamics CRM MVP
    http://www.workopia.com/Links.htm
    http://microsoft-crm.spaces.live.com

     

  • giovedì 25 settembre 2008 09:01
     
     

    All of them are not working.

     

    I Use 4 fields in the body of the email:

       Subject: {Assunto(Compromisso)}

       Start Time: {Hora de Início(Compromisso)}

       Location: {Localização(Compromisso)}

       Organizer: {Organizador(Compromisso)}

     

    Plus 8 other fields in the e-mail properties

  • giovedì 25 settembre 2008 19:55
    Moderatore
     
     

     

    Something is wrong.  Has it ever work before or Is this a new install?  I would submit a support incident to Microsoft to look into this.  Maybe a hotfix is available.

     

     

    Frank Lee, Microsoft Dynamics CRM MVP
    http://www.workopia.com/Links.htm
    http://microsoft-crm.spaces.live.com

  • giovedì 25 settembre 2008 20:00
     
     

     

    on the form there is a dropdown, publish as workflow or workflow template, make sure workflow is selected, not template.
  • venerdì 17 ottobre 2008 21:35
     
     

     

    Was this issue ever resolved? I have the same problem. Workflow  or workflow Template, same problem.