c# replace email template

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Posted on by sdnd2000

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Hi, I am trying to send out email with template, but how can I modify the template body text, and then send out, here is my code,

Email email = new Email
                    {
                        To = new ActivityParty[] { toParty },
                        From = new ActivityParty[] { fromParty },
                        Subject = "SDK Sample e-mail",
                        Description = "SDK Sample for SendEmailFromTemplate Message.",
                        DirectionCode = true
                    };



QueryExpression queryBuildInTemplates = new QueryExpression{
                        EntityName = "template",
                        ColumnSet = new ColumnSet(true),
                        Criteria = new FilterExpression()
                    };
                    queryBuildInTemplates.Criteria.AddCondition("title",
                        ConditionOperator.Equal, "test");
                    EntityCollection templateEntityCollection = _serviceProxy.RetrieveMultiple(queryBuildInTemplates);

                    if (templateEntityCollection.Entities.Count > 0) 
                    {
                        _templateId = (Guid)templateEntityCollection.Entities[0].Attributes["templateid"];
                    }
                    else
                    {
                        throw new ArgumentException("Standard Email Templates are missing");
                    }             

                    // Create the request
                    SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest
                    {
                        Target = email,

                        // Use a built-in Email Template of type "contact".
                        TemplateId = _templateId,

                        // The regarding Id is required, and must be of the same type as the Email Template.
                        RegardingId = _contactId,
                        RegardingType = Contact.EntityLogicalName
                    };

                    SendEmailFromTemplateResponse emailUsingTemplateResp = (SendEmailFromTemplateResponse)_serviceProxy.Execute(emailUsingTemplateReq);

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Aric Levin - MVP 30,190 Moderator on at

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The following worked for me:

Entity template = service.Retrieve("template", templateId, new ColumnSet(true));

subject = GetDataFromXml(template.Attributes["subject"].ToString(), "match");

string body = GetDataFromXml(template.Attributes["body"].ToString(), "match");

description = UpdateDescription(body, findText, replaceWith);

private string GetDataFromXml(string value, string attributeName)

{

if (string.IsNullOrEmpty(value))

{

return string.Empty;

}

XDocument document = XDocument.Parse(value);

// get the Element with the attribute name specified

XElement element = document.Descendants().Where(ele => ele.Attributes().Any(attr => attr.Name == attributeName)).FirstOrDefault();

return element == null ? string.Empty : element.Value;

}

// Modify this to fit your needs

private string UpdateDescription(string description, sourceText, targetText)

{

StringBuilder sb = new StringBuilder();

string[] lines = description.Split('\n');

foreach (string line in lines)

{

sb.AppendLine(line);

}

return sb.ToString();

}

Hope this helps...

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Nithya Gopinath 17,078 on at

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Hi,

Please go through the code in the following link.

nishantrana.me/.../sample-code-to-use-templates-content-while-sending-mail-using-sendemailreuquest-in-crm-2011

Hope this helps.

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sdnd2000 2,512 on at

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Thanks for the help. Is there anyway that we can verify that the email has been sent?

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Aric Levin - MVP 30,190 Moderator on at

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The process might complete before the email actually is sent (might still be in Pending Send Status or other status).

You would have to run a separate process to check if you have unsent mails (such as Action, Workflow or custom application).

Is you source above inside a plugin or is it separate from the application (console).

If it's separate, you can query the email message and check for the Status Reason of the Email. If the Status Reason is 3 (Sent), then it has been sent.

Check out the different status reasons here:

technet.microsoft.com/.../dn531157.aspx

Hope this helps.

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Community Member on at

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Hi sdnd2000,

you could delegate email send to a workflow, then if you need to check workflow status directly into c# code you could proceed with the following code:

ExecuteWorkflowRequest request = new ExecuteWorkflowRequest() { WorkflowId = workflowId, EntityId = entityId }; ExecuteWorkflowResponse response = (ExecuteWorkflowResponse)crmService.Execute(request); for (int i = 0; i < waitForSeconds; i++) { System.Threading.Thread.Sleep(1000); List<Entity> asyncoperationentlist = EntityCrm.RetrieveList(crmService, "asyncoperation", "stateCode", "asyncoperationid", response); if (asyncoperationentlist.Count > 0) { foreach (Entity asyncoperationent in asyncoperationentlist) { if (asyncoperationent.GetAttributeValue<OptionSetValue>("stateCode").Value == (int)Enums.AsyncOperationState.Completed) // do something etc ... } } }

Hope it helps!

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