How to programmatically send an email to customer using an Email template with custom HTML?

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Posted on by Community Member

Hi,

We have a requirement where we need to send an email using an asp.net web portal to customer. The requirement is to fetch the email template from CRM, and send a personalized email to customer based on the template. Please note that the email template will be a custom HTML template. I know we can fetch the email template using the sdk and send an email using that but here we need to personlize that email like mentioning the customer name etc. So we also need to read the placeholders in the email template embedded in the HTML.

Kindly advise.

Thanks,

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M.Azwar Alam on at

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Hi,

You can try following code to fetch template data and use following link to send email using template

msdn.microsoft.com/.../gg334461.aspx

public String GetTemplateDescription(Guid leadid, Guid templateId, string entityName,IOrganizationService service, ITracingService trace)

{

string temp = string.Empty;

try

{

InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest

{

TemplateId = templateId,

ObjectId = leadid,

ObjectType = entityName

};

InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)service.Execute(instTemplateReq);

if (instTemplateResp != null)

{

Entity template = instTemplateResp.EntityCollection.Entities[0];

if (template != null && template.Attributes.Contains("description"))

{

// temp = template.Attributes["subject"].ToString();

//temp += "^";

temp = template.Attributes["description"].ToString();

}

}

return HTMLToText(temp);

}

catch (Exception ex)

{

throw new InvalidPluginExecutionException("GetTemplateDescription :", ex);

}

}

public string HTMLToText(string htmlString)

{

string ss = string.Empty;

Regex regex = new Regex("\\<[^\\>]*\\>");

ss = regex.Replace(htmlString, String.Empty);

return ss;// Plain Text as a OUTPUT

}

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Emre GULCAN 2,379 on at

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Hi Fahad,

Do you use OOB template entity? If yes, MS CRM replace placeholders byself, because of you have to select an entity before you create template and you can only select this entity's attributes for placeholders.

You can do it as explained in SDK, and you can also do it simply with using XrmLibrary by 2 lines of code.

EntityReference regarding = new EntityReference("Regarding logical name", Guid.Parse("Record Id")); Entity emailEntity = new Entity("email"); emailEntity["....."] = "...."; EmailHelper helper = new EmailHelper(_organizationService); //Send with template Id helper.Send(emailEntity, Guid.Parse("Template GUID"), regarding); //Send with template name helper.Send(emailEntity, "Template Name", regarding);

But if you use custom entity for templates instead of OOB template entity, you should create placeholders with standart format (ex : dear {{firstname}} {{lastname}} ....) and replace this placeholders in your code with your real-data

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Nithya Gopinath 17,078 on at

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Hi Fahad,

It is possible to read the placeholders in the email template embedded in the HTML and send the email with this template.

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

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