Microsoft Dynamics CRM (Archived)

Send email template by custom workflow

(0) Share

Report

Posted on by Tin

1,562

Hello Team,

I want to send email template by custom workflow.

Now,email is send properly but instead of text i want to send email template .please guide me as soon .

*This post is locked for comments

I have the same question (0)

All responses (10)

Answers (2)

Suggested answer

Abed Haniyah 4,287 on at

Like (0)

Report

Hello Rahul,

Simply when you add Send Email step at a work flow, you can select Use Template from the drop-down list :

Then select the entity or the related entity, after this set the properties of the email and select the email template that you want :

Hope this helps,

Abed.

Was this reply helpful? Yes No
Suggested answer

Hamzeh Zawahreh 3,674 on at

Like (1)

Report

dear Rahul Tomar

Open the workflow and find the step which is sending the email.

If it says "Create new message", it means email body and subject line is configured inside the workflow. Otherwise you will see Use Template . For email details, click on "view properties" to select yours template

Was this reply helpful? Yes No
Tin 1,562 on at

Like (0)

Report

Thanks for reply .

I want to call it via code i have used a custom workflow through that i have to sent a mail.So,instated if write a new mail text i want to use my existing mail templates.

Was this reply helpful? Yes No
Tin 1,562 on at

Like (0)

Report

Thanks for reply .

I want to call it via code i have used a custom workflow through that i have to sent a mail.So,instated if write a new mail text i want to use my existing mail templates.

I dont want to sent it like that.

Was this reply helpful? Yes No
Verified answer

Hamzeh Zawahreh 3,674 on at

Like (1)

Report

hi, did you try this:

rajeevpentyala.wordpress.com/.../sending-email-using-email-template-in-crm-2011

Was this reply helpful? Yes No
Suggested answer

Hamzeh Zawahreh 3,674 on at

Like (1)

Report

hi

also see this, ti's may help you:

Sample code to use Template’s content while sending mail using SendEmailReuquest :

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

Was this reply helpful? Yes No
Tin 1,562 on at

Like (0)

Report

Hello Hamzeh,

Thanks for reply,

My reqiument is same as defined here.

rajeevpentyala.wordpress.com/.../sending-email-using-email-template-in-crm-2011

but when i am try to do with it not happening anything.so can you please suggest me more.

Was this reply helpful? Yes No
Verified answer

Hamzeh Zawahreh 3,674 on at

Like (1)

Report

hi, did you check your email configuration that is right?

can you send direct email without code?

if yes try this code (it's more simple):

// Create the ‘From:’ activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};

// Create the ‘To:’ activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
};

// Create an e-mail message.
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = “SDK Sample e-mail”,
Description = “SDK Sample for SendEmailFromTemplate Message.”,
DirectionCode = true
};

// Create the request
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email,

// Use a built-in Email Template of type “contact”.
TemplateId = new Guid(“07B94C1D-C85F-492F-B120-F0A743C540E6″),

// The regarding Id is required, and must be of the same type as the Email Template.
RegardingId = _contactId,
RegardingType = Contact.EntityLogicalName
};

SendEmailFromTemplateResponse emailUsingTemplateResp = (SendEmailFromTemplateResponse)_serviceProxy.Execute(emailUsingTemplateReq);

Was this reply helpful? Yes No
Tin 1,562 on at

Like (1)

Report

Thanks its working

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Worked Thank you. Hamzeh Zawahreh

Was this reply helpful? Yes No