Create email in Workflow (but do not send it) using a Template

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I need to Create an Email in a Workflow but do not send it, since I need to add dynamic recipients to that email. The problem is I need to Create that Email using a Template. Do you know how can I accomplish that?

Thank you.

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Thomas David Dayman 11,323 on at

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In your workflow:

Add Step

Send Email

Use Template

You will need to add the email template in your crm before you create the workflow

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ashlega 34,477 on at

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Hi,

I think you'll need a custom workflow activity which will use InstantiateTemplateRequest:

msdn.microsoft.com/.../hh210212.aspx

You will have that email in the EntityCollection of the response:

msdn.microsoft.com/.../microsoft.crm.sdk.messages.instantiatetemplateresponse.aspx

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prt33k 6,907 on at

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This wont be possible using OOB workflow since you dont have to send the email.

Create a custom workflow which will create email with template and there you can populate the dynamics recipients as well.

blogs.msdn.microsoft.com/.../send-mail-to-team-using-custom-workflow-activities-in-crm-20132015

Thanks,

Prateek

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Euclides Pelisco Jr 133 on at

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Vicent Rico

Hi, did you accomplished this? I have the same scenario but having hard time on having my data fields in the template populated with values.

I just posted this in the community also.

community.dynamics.com/.../894320

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Euclides Pelisco Jr 133 on at

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This post can help you accomplish this task.

community.dynamics.com/.../894320

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AshwiniShilpa 30 on at

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Hello team,

Could you please share custom workflow code to create email and associate template and use that in OOB workflow. This is needed urgently.

Many Thanks

Ashwini

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RaviKashyap 55,410 Moderator on at

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Hi AshwiniShilpa,

Did you check the link shared above by Alex?

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Ashwini Shashidhara 27 on at

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Thanks Ravi for the response. Yes I did check that link, Alex link is about sending an email with template, I am looking for creating an email with template.

Many Thanks

Ashiwni

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Pawar Pravin 5,237 on at

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Hi Ashwini,

Please refer below code for your reference:

string emailTemplate = "Email template name here";

FilterExpression filter = new FilterExpression();

ConditionExpression conditionTitle = new ConditionExpression();

ConditionExpression conditionType = new ConditionExpression();

QueryExpression query = new QueryExpression();

conditionTitle.AttributeName = "title";

conditionTitle.Operator = ConditionOperator.Equal;

conditionTitle.Values.Add(emailTemplate);

conditionType.AttributeName = "templatetypecode";

conditionType.Operator = ConditionOperator.Equal;

conditionType.Values.Add("systemuser");

filter.FilterOperator = LogicalOperator.And;

filter.Conditions.Add(conditionTitle);

filter.Conditions.Add(conditionType);

query.Criteria = filter;

query.ColumnSet = new ColumnSet();

query.EntityName = "template";

query.ColumnSet.Columns.Add("templateid");

query.ColumnSet.Columns.Add("subject");

query.ColumnSet.Columns.Add("title");

EntityCollection templateCollection = service.RetrieveMultiple(query);

tracingService.Trace("templateCollection retrived ... " + templateCollection.Entities.Count.ToString() + Environment.NewLine);

Guid templateId = (templateCollection.Entities.Count > 0) ? (Guid)templateCollection[0].Id : Guid.Empty;

Entity template = new Entity();

InstantiateTemplateRequest request = new InstantiateTemplateRequest();

request.RequestName = "InstantiateTemplate";

request["TemplateId"] = templateId;

request["ObjectId"] = userId;

request["ObjectType"] = "systemuser";

InstantiateTemplateResponse response = (InstantiateTemplateResponse)service.Execute(request);

EntityCollection templateCollectionnew = (EntityCollection)response["EntityCollection"];

tracingService.Trace("templateCollectionnew retrived ... " + templateCollectionnew.Entities.Count.ToString() + Environment.NewLine);

Entity fromParty = new Entity("activityparty");

fromParty["partyid"] = new EntityReference("systemuser", userId);

EntityCollection collToParty = new EntityCollection();

Entity User = service.Retrieve("systemuser", userId, new ColumnSet("internalemailaddress"));

Entity toParty = new Entity("activityparty");

string EmailAddress = User.Attributes.Contains("internalemailaddress") ? (string)User.Attributes["internalemailaddress"] : string.Empty;

if (EmailAddress != string.Empty)

{

toParty["addressused"] = EmailAddress;

toParty["partyid"] = new EntityReference("systemuser", User.Id);

toPartyArray.Add(toParty);

}

collToParty.Entities.Add(toParty);

Entity Email = new Entity("email");

Email.Attributes["from"] = new Entity[] { fromParty };

Email.Attributes.Add("to", collToParty);

Email.Attributes["subject"] = subject;

Email.Attributes["regardingobjectid"] = new EntityReference("incident", Complaint.Id);

Email.Attributes["description"] = description;

Email.Attributes["ownerid"] = new EntityReference("systemuser", userId);

Guid NewEmail = service.Create(Email);

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Ashwini Shashidhara 27 on at

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Thanks Pravin. This helped.

Thanks once gain for swift response

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