I'm creating an e-mail template in CRM 2011. I chose "Global Template" and clicked on "Insert/Update" button and the "Record Type" list only showed "User". I need to add fields for other entities as well. Any idea why is it limited to User only ?
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The Global Template is limited to inserting fields from the SystemUser record of the sender.
Why? Because it is a global template that is the only record is guaranteed to be available when the template is used, since there will always a be a From User - no other entity is universally required for all emails.
There is no e-mail template that supports fields on a custom entity. You would have to manually implement such functionality.
于 2014-03-06T15:15:08.277 回答