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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Email template for Cus...
Microsoft Dynamics CRM (Archived)

Email template for Custom Entities

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Posted on by Pete_N 1,703

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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  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,264 on at

    Hi,

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

  • Pete_N Profile Picture
    Pete_N 1,703 on at

    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

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,264 on at

    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

  • Pete_N Profile Picture
    Pete_N 1,703 on at

    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 :)

  • Sreevalli Profile Picture
    Sreevalli 3,264 on at

    Rawish Kumar Prajapati, do you suggest anything?

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

    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.

  • Pete_N Profile Picture
    Pete_N 1,703 on at

    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

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    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

  • Pete_N Profile Picture
    Pete_N 1,703 on at

    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.

  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

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

    4643.ScreenClip-_5B00_448_5D00_.png

    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

    4643.ScreenClip-_5B00_448_5D00_.png

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

    1373.ScreenClip-_5B00_449_5D00_.png

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

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