Revised 12/17/2025

Formatting Dynamic Values in Email Templates

In Microsoft Dynamics 365, Email Templates are pre-designed messages that users can create and reuse to streamline communication. They help ensure consistency, save time, and maintain professionalism when sending automated emails. Clients can create custom Email Templates as needed. There are also out-of-the-box akoyaGO Email Templates that can be sent by GOapply, GOfund, and GOdonate, depending on client-specific settings.

Prerequisites

• akoyaGO Administrator Security Role is needed to edit the out-of-the-box akoyaGO Email Templates
• System Customizer Security Role to access Power Apps (to find logical names of fields and tables)

Email templates are beneficial because they not only standardize communication, but they can also dynamically pull data from related record(s) in akoyaGO. For example, an Email Template could insert a Request Title, Grant Amount, Applicant's name, etc. 

Email Templates can be referenced by CRM Process Workflows that create (draft) or send emails. They can also be selected when drafting an email in akoyaGO. 

For more information on editing Email Templates in akoyaGO, please see this related Knowledge Article: How to Edit an Email Template in akoyaGO

  Inserting Dynamic Values

If you would like to insert dynamic values (you want the system to insert the data from related records into the email), the field names need to be entered within the Email Template in a very specific way.  The below table gives the syntax for inserting dynamic values for Tables in akoyaGO when managing merge fields and dynamic data.

 

 

	Data Type	Syntax	Example
1	Single/Multi Line of Text/Text Area	{!TableLogicalName:ColumnLogicalName;}	Table: Request Column: Fiscal Year {!akoya_request:akoya_fiscalyear;}
2	Lookup	{!TableLogicalName:ColumnLogicalName/@name;}	Table: Request Column: Primary Contact {!akoya_request:akoya_primarycontactid/@name;}
3	Date/Date Time	{!TableLogicalName:ColumnLogicalName/@date;}	Table: Request Column: End Date {!akoya_request:akoya_enddate/@date;}
4	Currency	{!TableLogicalName:ColumnLogicalName;}	Table: Request Column: Requested Amount {!akoya_request:akoya_request;}
5	Decimal/Whole Number	{!TableLogicalName:ColumnLogicalName;}	Table: Request Column: HS GPA {!akoya_request:akoya_HSGPA;}
6	Boolean/Choice	{!TableLogicalName:ColumnLogicalName/@name;}	Table: Request Column: Request Type {!akoya_request:akoya_requesttype/@name;}

 

 

  Logical Names

To insert dynamic values in an Email Template, you will need to insert Table Logical Name and the Column Logical Name, as indicated above. 

 

In Dynamics 365, the logical name is simply the system name that the platform uses behind the scenes to identify a table (entity) or column (field).

 

 

To find the logical name of a table, a System Customizer can navigate to the table in Power Apps. Steps for accessing Power Apps and navigating to a specific table can be found here Creating Custom Columns (Fields) and Editing Forms in Power Apps.

From the table, choose Properties: 

Expand Advanced Options to see the logical name of the table:

 

  Field Types and Logical Names - Columns

 

To find the data type and logical name of a column (field), navigate to the related entity/table and choose Columns. Steps for accessing Power Apps and navigating to a specific table can be found in this Knowledge Article: Creating Custom Columns (Fields) and Editing Forms in Power Apps.

 

The Data Type will tell you what syntax to use. It can be seen from the list of all columns: 

 

To find the logical name of a column, click the three dots and click Edit. This will open the properties of the column: 

 

Expand Advanced options to find the logical name:

 

 

 

  Example

Once you have the logical name of the table and column you would like to insert in the Email Template, you can do so using the syntax rules listed in the first section of this Knowledge Article.

For example, if I wanted to insert the Primary Contact column from the Request table:

Display Name	Logical Name	Data Type
Request	akoya_request	N/A - Table
Primary Contact	akoya_primarycontactid	Lookup

The syntax for lookup fields is {!TableLogicalName:ColumnLogicalName/@name;}
 

So this would be typed in the Email Template as: {!akoya_request:akoya_primarycontactid/@name;}

 

Note - you must hit "Save and Close" and fully exit the Email Template for the dynamic value format! If inserted correctly, the field will highlight in blue.