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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / E-mail Templates
Finance | Project Operations, Human Resources, ...
Suggested Answer

E-mail Templates

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Posted on by Learner A 40

Hello, I have a 2 questions on e-mail templates.

1. How do I associate a certain e-mail template to a module or purpose for example New order creation email template to be sent to a customer when a sales order is created.

2. My emails show up as email templates , the place holders are not replaced for examples %customer name% remains , it doesn't change.

E_2D00_mail-Templates.png

I have the same question (0)
  • Suggested answer
    Sheikh Sohail Profile Picture
    Sheikh Sohail 6,125 on at

    Hi

    Topic-1

    I don't think so, Microsoft has OOTB trigger to send an email when the order is created, but it is achievable, You can make some customization and call the email template framework to send the email.

    Topic-2

    Place holder only resolves when you are sending an email using workflow email templates, but for the custom features, you need to replace them manually by writing your own logic, for reference you can check the existing code.

    May the below mentioned some of my blogs in an emails Topic helps you.

    Dynamics 365 Finance & Operations Talk -Blog

    Dynamics 365 Finance & Operations Talk Blog-2

    Dynamics 365 Finance & Operations Talk Blog-3

  • Learner A Profile Picture
    Learner A 40 on at

    Hello, Sheikh

    Could you provide more information on "You can make some customization and call the email template framework to send the email." please.

    Regards.

  • Suggested answer
    Sheikh Sohail Profile Picture
    Sheikh Sohail 6,125 on at

    Please have look at this thread.

    community.dynamics.com/.../how-to-send-an-email-email-template-placeholders-and-email-processing-table

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