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Power Platform Community / Forums / Power Automate / Email Template with dy...
Power Automate
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Email Template with dynamic data from a related table?

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Posted on by 86

We need to set up a Dataverse Email Template that has dynamics fields from the target entity record, itself, plus data from a related record (e.g., a record related to the main record via a lookup field).

 

Our original attempt involved creating an Email Template with our own tags (e.g., {%RelatedContactInfo%}) and then a Power Automate flow that grabs the body of the Email Template into a string variable and then do our own replacements by looking up the related records and replacing our custom tags and then using the Create Email Record and Send Email actions to send a dataverse email.  It worked fine...we thought. It works for most people but for yahoo.com addresses, the body is blank. It looks like sending the body of the email template as a string is causing some issue in the body that most email providers ignore, but yahoo gets stuck on.

 

The other option we can think of is to not use an Email Template and just build the entirety of the email message in Power Automate as a string and send it via Create Record and Send Email. This is less desirable because it removes our users' ability to manage their Email Templates and means we need to change the flow any time the text changes.

 

Has anyone else figured out a way to use Email Templates with data that is on a related record?

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  • Spinner Profile Picture
    107 on at
    Did you make any progress with this? Would be interested to hear what you settled on doing, if anything.
  • Verified answer
    Dianey Profile Picture
    86 on at
    We ended up creating an Email Template with our own special tags in it and then created a Power Automate flow that would grab the body of the email template and the record that contained the data we wanted in the email and then did a replace on our special tags with the data from the record.
     
    Not ideal, but it works.

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