Home
Dynamics Custom Emails is an extension for Microsoft Dynamics 365 (CRM) which gives you the ability to send emails from a process (e.g. workflow, action) based on an Email Template with dynamic fields (yes, unfortunately that is not an out-of-the-box feature yet!).
-
Send emails from a process (e.g. workflow, action) based on an Email Template with dynamic fields.
-
Email Templates for custom entities with dynamic fields.
-
Dynamics fields can contain any type of attribute (e.g. Text, Numeric, Lookup, DateTime, etc)
-
Lookup dynamics fields can have any level of relationship levels (e.g. Opportunity => Customer Contact => Parent Company)
-
Ability to apply formats on dynamic fields using ToString function (e.g. Money with 2 decimals, UK Date Time format)
-
Ability to reuse attachments from different templates (e.g. Two different emails with attachments will use the same physical file)
Reduce storage
Dynamics 365 (CRM) only allows to reuse attachments using bulk emails where files must be attached to the same template.
- Online
- On-premise
- Dynamics 365 (8.2) - Latest release available
- CRM 2013, 2015, 2016
This extension is a simple Dynamics 365 (CRM) solution which can be installed following the standard import process. (See MSDN). The solutions have been released as unmanaged, so you can customise them or covert them to managed if you want. In the Releases section you will find basically two packages:
- DXTools Custom Emails: main solution with all functionality
- DXTools Custom Emails Sample: simple sample solution to show how to use the expected functionality
Learn step by step how to create and send your first custom email in the following section.
Learn how this utility has been developed in the Development page. This will also help you to work with the code and collaborate with this community project.
See below a quick example to understand the potential of this utility.
The below email was produced by the Dynamics workflow shown below. This workflow is part of the sample solution that you can also find in the available releases.
