Microsoft Dynamics CRM (Archived)

Email template for Custom Entities

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Posted on by Pete_N

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CRM 2016

I am looking for a 'solution' to be able to create an email template for a custom entity.

We receive files from our customers which are processed and imported into our CRM into a custom entity and we then produce a pdf report for the customer. I'm looking to try and automate the emailing of the report. I have spent a day reading and trying different things to create an email template but with no success

I have tried importing the crmcustomermails.zip solution, but it just hangs and doesn't import. I have also downloaded the dynamics-custom-emails-master.zip and tried to import this and again this fails.

I'm running CRM 2016 On-Premises.

Does anyone know of any 'solutions' available that I could look at, or assist in why the two solutions I have tried wont import.

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Sreevalli 3,256 on at

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RE: Email template for Custom Entities

Hi,

Email template only works for system entities but found a custom solution for the same, have a look - archive.codeplex.com

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Pete_N 1,703 on at

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RE: Email template for Custom Entities

Hi,

Thank you for your reply. I had found this one already, but for some reason I cannot import the solution. I just sit there with the install dialog box and the annoying dots going round in a circle, but it doesn't install

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Sreevalli 3,256 on at

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RE: Email template for Custom Entities

Ahah, that solution is for 2015, may be that is the issue.

try this if you haven't done yet- passion4dynamics.com/.../how-to-insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm

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Pete_N 1,703 on at

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RE: Email template for Custom Entities

Hi,

I did try this late last night, but failed miserably. I'll have another go else its back to creating the email in code again

Thank you for your help :)

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Sreevalli 3,256 on at

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RE: Email template for Custom Entities

Rawish Kumar Prajapati, do you suggest anything?

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Rawish Kumar 13,758 on at

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RE: Email template for Custom Entities

Thanks for tagging in - the approach works for custom entity.

@Pete - please try the approach given in the blog and let us know if you face any issue i,e tags not resolving or not populating data.

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Pete_N 1,703 on at

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RE: Email template for Custom Entities

Hi,

I have tried using the following in the email template {!new_transactionsets:new_createdon;} new_transactionsets is the entity name and new_createdon is a date field .

When saving the template, it did not go yellow and when sending the email all I got was {!new_transactionsets:new_createdon;} in the body of the email

Just for testing and learning, this is the only text I have in the email template body

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Kokulan 18,054 on at

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RE: Email template for Custom Entities

Hi

If other's suggestions does not work for you, try the following tool. I have been using this for few years now and had no issues at all

github.com/.../dynamics-custom-emails

let me know if you need any info on this

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Pete_N 1,703 on at

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RE: Email template for Custom Entities

Hi,

I have seen this, but to be honest, I just downloaded it and tried to import the zip .. which failed. I couldn't see any documentation on what is needed to install it

I get the error

The solution file is invalid. The compressed file must contain the following files at its root: solution.xml, customizations.xml, and [Content_Types].xml. Customization files exported from previous versions of Microsoft Dynamics 365 are not supported.

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Kokulan 18,054 on at

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RE: Email template for Custom Entities

Hi

Download the correct version from this page based on your CRM version

https://github.com/rtebar/dynamics-custom-emails/releases

Here is how i use this

01. Create an email template as Global template

02. Have the place holders from the entity you want to populated data from

03. You got your template ready, now to create email from template, you can use two CWAs, you can use Create and Send

https://github.com/rtebar/dynamics-custom-emails/wiki

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