CRM 2013 - Add Field Values To Email Template RRS feed

  • Question

  • Hi within my email template I noticed the Insert/Update button

    There you can add data field values, although I can only see the fields under the entity User

    How do you add more entities into this list?

    Thanks, Shaun


    Wednesday, July 23, 2014 12:12 PM


All replies

  • Hi Shaun,

    Using the "Insert Update" button you can add fields of "User", the entity for which the Email Template has been defined and some pre-defined related entities. Meaning if you're considering an Email Template of Account, you'd see User, Account and Contact (probably because Account has a Contact lookup in its form).

    Also, you can add fields in subject and body only. This is an OOB feature which cannot be changed.

    Admin QuikView Solution for CRM 2013

    Wednesday, July 23, 2014 1:00 PM
  • Hi

    I defined the template as Global

    I defined it as Account as you suggested and that did allow me to choose from user, account and contact

    However I want to have the email defined to a Custom Entity, I'm assuming there is no possible way of doing this?

    Thanks, Shaun


    Wednesday, July 23, 2014 1:15 PM
  • Hi Shaun,

    Unfortunately we cant use Email Templates for custom entity. However, you might want to use Workflows to trigger emails, where you can select fields from any custom entity. This blog article might be of some help to you. 

    Admin QuikView Solution for CRM 2013

    Thursday, July 24, 2014 4:44 AM
  • Hi All,

    Currently I am working on "Template" entity of DCRM 2013. Each template has few fields like Title, Description, Attachment, Subject and Body. I am updating all the fields of Template from C# code using unique GUID of template. 

    After updating all the fields, I can see only Title, Description fields are changed, but Subject and Body are not updating on UI. I don't know why it is not showing updated value on UI.

    Please help. Thanks.

    Monday, September 15, 2014 5:17 AM