Introduction:
To create accurate content in the Email Template, Dynamics 365 CRM added Default Value feature in it. With the help of Dynamics Text, now you can set dynamic content in the Email Template. And in case if it doesn’t find the dynamic value then it will show the default value.
Let’s see how to set Default Value in the Email Template.
Login to https://admin.powerplatform.microsoft.com/
Select the Environment to click on more options -> Settings -> Templates ->Email Template->New Template->Select Email Template Type->Ok
Point to the cursor where you want to add the Dynamic Text and click on the “Insert Dynamic Text” button from the ribbon bar.
If you have not selected where you want to add dynamic text and click on the Insert Dynamic Test button then the below alert message will be shown.
Once you click on “Insert Dynamic Text”, the “Edit Dynamic Text” window will be shown. Here, you can add Dynamic Text.
As shown below screenshot, I have taken Record…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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