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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM email body
Microsoft Dynamics CRM (Archived)

CRM email body

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Posted on by Community Member

hello

we have a need to inject a table with content into CRM email before sending to customer.

the challenge is that table content expands or contracts based on customer so cannot hard code a table.

any idea how we can achieve this? can i write a custom workflow DLL for this any suggestion or pointers to resource is much helpful

Thanks in advance.

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  • Suggested answer
    BharatPremji Profile Picture
    BharatPremji 2,485 on at

    Hi,

    Have a look at Aiden Kaskela's Workflow Elements:

    kaskelasolutions.com/how-to-send-an-itemized-receipt-2

    Regards

    Bharat

  • Community Member Profile Picture
    Community Member on at

    hi Bharat

    that looks to be a third party tool. is it MS certified to be able to add to CRM? i need something that can be applied to production server.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    We implemented similar requirement for one of our client by writing custom workflow, you can write custom workflow to generate html table with your html tags and styles and can place it to email through output parameter.

    Above custom utility suggested is released to used for community use, they are not specifically certified from Microsoft, but community use in production as well.

    Hope it will help.

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi Likki,

    +1 for Aiden Kaskela Query CRM for a Table Custom Workflow.

    If for any reason that logic does not work for you and you need something custom, you can develop a plugin on the Post Create or Pre-Send of the email message to generate the content there, or your own Custom Workflow Activity.

    Hope this helps.

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi Likki,

    The tool is developed by a MS Dynamics MVP and covered until MIT license. See the licensing information here:

    kaskelasolutions.com/license-info

    Hope this helps.

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