web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

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

Email Templates

(0) ShareShare
ReportReport
Posted on by Pete_N 1,703

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.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    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/

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans