CRM 2015 - Email Templates showing Child data RRS feed

  • Question

  • Hi,

    We currently have Dynamics CRM 2015 online.

    We need to send a booking confirming email from a parent record (Bookings) which contains data from child records (Delegates) 1:N relationship.


    Booking  "ABC"
     - Delegate 1
     - Delegate 2
     - Delegate 3

    We would like to do this using a workflow - we have successfully created the workflow to show all data in the parent record (Booking ABC), but when we want to show child related data (delegate 1,2,3) we can't - it seems the MSCRM 2015 email editor doesn't allow you to insert tables / data from child entities

    Has anyone got a solution for this please?

    • Edited by MSCRM MAN Saturday, August 8, 2015 3:20 PM
    Saturday, August 8, 2015 3:15 PM

All replies

  • You need a custom plugin to do the job since Workflows always rolls-up (you can insert parent fields from child) and cannot roll-down (insert child fields from within the parent entity). 

    Cheers, Francis Edwin

    Sunday, August 9, 2015 8:42 AM