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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Email Templates
Microsoft Dynamics CRM (Archived)

Email Templates

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Posted on by Pete_N 1,695

CRM V9

Currently we run a CRM system in house ( v8.2), and through the last year, I have compiled a list of things I would like our new CRM project to be able to do. One of these is auto emailing a receipt to our customers.

Customers are using a WebApp to submit data into a legacy SQL system. This in turn runs SSIS to import that data to a CRM custom entity. I would like to email a receipt to the customer that the data has been received. That in itself isn't a problem, but I would like to use an email template that carries our company logo and the same layout as our normal company emails.  I know this can be done according to the internet / threads, but I'm looking for suggestions on current solutions or best practice to accomplish this.

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  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Email Templates

    Two things:

    1. You can create a workflow which send email using receipt and include image( simply copy image from company website and paste in the compose email section , the image should have a public hyperlink to it.)

    2. If you want to create an email template - you can do that as well , put image same way mentioned above. To create email template for custom entity use below my blog:  passion4dynamics.com/.../how-to-insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm

    later you can send email using a workflow using this template or use SDK code to send email. Basically depends on your choice and requirement.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Email Templates

    Hi,

    If you like to display the receipt in email body.

    I am afraid with email template, you cant achieve what you wanted. You have to use Create email function inside a workflow and use custom workflow to build the table and attach inside the email body.

    You can either build your own custom workflow, or use below third party tool.

    https://kaskelasolutions.com/activity-query-crm-for-a-table/

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