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CRM 2016: Email Template - Subgrid field RRS feed

  • Question

  • I need to generate an email template that would need to pull the information/data from a subgrid field within the entity.

    Entity:   Order  / Subgrid: Product

    how can this be achieved or can it?

    Thursday, July 6, 2017 1:53 PM

All replies

  • Hello,

    Unfortunately you can't do that with OOB templates. OOB templates can access properties of record/parent records. In this case you will try to reach property of child record so that would not work.


    Dynamics CRM/Business Solutions MVP
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    Thursday, July 6, 2017 2:47 PM
    Moderator
  • Hi Robin,

    Yes, like Andrii said, you can't do that.

    But if for some reason, you will only have 1 child record associated with your parent record, or even if at execution time of any plugin/worklow of yours, you know which child record you need to use at you email template, you can create a lookup field in the parent record that refers to the child record and associate them, with this information in hands you can use any information of the child record at the email template.

    Regards,

    Henrique Silvestre Souza

    Friday, July 7, 2017 3:41 PM