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Send e-mail in Model-driven app

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Posted on by justinridge

Hi there. I have a model driven application set up with: - a 'Client' entity with an EMAIL field - an Activities SubArea set up in my model driven application I am struggling to make the To, CC and BCC fields reference the e-mail field in my 'Client' entity. The only options I get in the dropdown are from the 'Knowledge Articles' and 'Users' Please could you direct me in the right direction with as much detailed info as possible. Thanks

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v-siky-msft Microsoft Employee on at

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Hi @justinridge ,

Could you please share more details/Images to help us understand what do you want to implement?

Do you mean you want to automatically full-fill the To CC BCC field based on the Email field referenced from the Client entity?

Sik

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justinridge 47 on at

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Hi Sik,

I managed to figure out how to link the TO field to the Contacts entity - all fixed.

I now have another query regarding inserting dynamic data into my e-mail template.
I am able to insert dynamic data from only the User, Account and Contact entities.

I have an entity called Policy.
Policy doesn't come up as an option when adding

The Policy entity has the following properties:

Entity Type: Standard Entity
Ownership: User or Team
Allow Feedback: No
Enable Activities: Yes
Enable Connections: Yes
Send email to entity: Yes
Support Mail Merge: Yes
Enable Sharepoint document management: Yes
Auto create access Teams: No
Enable queues: No
Mobile Offline: Yes

I'm hoping you can assist

Thank you

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v-siky-msft Microsoft Employee on at

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Hi @justinridge ,

Please follow this blog Dynamic Values for Custom Entities in Email Templates .

The dynamics data syntax:

{!<entitylogicalname>: <fieldlogicalname>; <Default Text>}

Sik

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Hassan_ 59 on at

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Hello Sik,

I tried it but didn't work

however, I have a custom entity "Case" in CDS and created Model driven app, when I try to add a new template only the standard entities I can select from

any idea

Appreciate your support
Hassan

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JosLand 19 on at

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Hi Hassan,

have you found a solution for the custom entity? I need the same info.

Thank you

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Hassan_ 59 on at

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Hello @JosLand,

I created a flow with Power Automate, put the conditions you want the workflow to run.

I added a button on the form of the custom entity to enable sending an email of the case, added columns to let the user to add email addresses and it works

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