Open an Email Template after click on a button

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Posted on by Shakti Singh Rajput

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Hi All,

I have field Test(Two Options) and i want to send an mail when the same field is true and then i have a ribbon button named escalate.

So after click on that button i want to open an email template?

Is there any possibilities to do the same using java-script?

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Pawar Pravin 5,237 on at

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Hi Shakti Singh Rajput,

Let me correct if I'm wrong. I believe you want to open popup email activity with email template on button click.

If that is the case you need to use custom actions to open created open activity.

1. Create JS on button click to call action

2. Inside action pass objecttypecode and entity logicalname

3. In Custom action create email record and return created email GUID to js so that you can open email activity (Use email template to instantiate it)

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Rawish Kumar 13,758 on at

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Hi Shakti,

help me understand it better. So basically as soon as anyone click on that button you basically need to open a new email form? then user enters "to" "from" subject etc?

to do this you can simply use open form request : docs.microsoft.com/.../openform

or open url request in which you can open a default new email url : docs.microsoft.com/.../openurl

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Sreevalli 3,256 on at

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Hi,

If I understand you correctly on button click, you want users to select Email Template, like insert email template in email description page.

Its an I frame, needs to be opened pass the below source in IFrame and open HTML with the Iframe on button click. _grid/cmds/dlg_bulkemail.aspx%3Fbulkemail=false&dType=1&objectId=%257bA16B3F4B-1BE7-E611-8101-E0071B6AF231%257d&objectTypeCode=1

Pass your record Guid and object code.

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RaviKashyap 55,410 Moderator on at

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Hi Shakti,

It would be good if you could provide more details on your requirement.

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Shakti Singh Rajput 958 on at

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Okay,

So I have a custom "Case Escalate" field and a custom button on the form named "Escalate".

When the value of Case Escalate is true then click on Escalate button through which i want to open a Email template to send an mail internally?

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RaviKashyap 55,410 Moderator on at

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I did a quick google search on the text "dynamics 365 create email from email template javascript" and found the following topis- Take a look if it helps-

Threads with similar requirements-

community.dynamics.com/.../206340

community.dynamics.com/.../246539

community.dynamics.com/.../112803

You can also create a custom action, which calls a custom workflow activity (C#) and create the email from template. You can then call that custom action from JS using your ribbon button. Refer these links-

docs.microsoft.com/.../sample-create-email-template

mscrmmindfire.wordpress.com/.../how-to-append-email-template-to-email-entity-form-on-load-through-javascript

www.daisychubb.com/.../creating-an-email-with-template-in-ms-dynamics-crm-2016

Hope this helps.

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Shakti Singh Rajput 958 on at

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parameters["templateidtype"] = "template";

What is the templateidtype?

Is it about entity?

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RaviKashyap 55,410 Moderator on at

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Hi shakti,

Sorry but again you are asking question without context. O have shared 6 links above with dofferent approaches. Which were you referring?

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Shakti Singh Rajput 958 on at

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This is done, thanks for help.

One more thing want to know i added some fields in body of that template.

So how could i pass them?

Code is given below--->

function LoadTemplate() {

// Check the form type should be 'create' type

var unit = Xrm.Page.getAttribute("new_first_escalation").getValue();

if(unit==true)

{

var parameters = {};

parameters["templateid"] = "2c2c7d8d-2813-e911-a969-000d3af03194"; // Guid of Email Template

parameters["templateidname"] = "Case Escalation";

parameters["_CreateFromType"] = "112";

/*parameters["body"] = "<?xml version="1.0" ?><xsl:stylesheet xmlns:xsl="www.w3.org/.../Transform" version="1.0"><xsl:output method="text" indent="no"></xsl:output><xsl:template match="/data"><![CDATA[]]><xsl:choose><xsl:when test="incident/title"><xsl:value-of select="incident/title" ></xsl:value></xsl:when><xsl:when test="incident/new_timerstatus"><xsl:value-of select="incident/new_timerstatus" ></xsl:value></xsl:when><xsl:when test="incident/new_first_escalation/@name"><xsl:value-of select="incident/new_first_escalation/@name" ></xsl:value></xsl:when><xsl:otherwise></xsl:otherwise></xsl:choose><![CDATA[ <font face="Tahoma, Verdana, Arial" size=2 style="display:inline;"></font>]]></xsl:template></xsl:stylesheet>";*/

var windowOptions = { openInNewWindow: true};

parameters["subject"] = "Regarding Case Escalation ";

//parameters["templateidtype"] = "template";

Xrm.Utility.openEntityForm("email", null, parameters,windowOptions );

}

}

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RaviKashyap 55,410 Moderator on at

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Are you asking about adding fielda in the template? Or passing some dynamic values to the template.

www.magnetismsolutions.com/.../Adding_Dynamic_Fields_from_Lead_Contact_E-Mail_Templates_to_Global_Templates.aspx

Also, if you have got the answer of your main question then please close this thread and open new for this question to get suggestion from other members as well.

Hope this helps.

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