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Archive for February 19, 2012

Sending Email using Email Template in CRM 2011

February 19, 2012 Leave a comment

Hi,

Here is the sample code to send an Email using Email template name.

Before start below are few keywords

  • Template Name   (i.e., Name of the Template)
  • Regarding Id        (i.e., GUID of the entity record which template associated with)
  • Regarding Type   (i.e., Logical name of the entity which template associated with)
  • ActivityParty[]     (i.e., Sender & Receivers Can be Users/Contacts/Accounts/Leads)
  • IOrganizationService crmService

 public void SendEmailUsingTemplate(IOrganizationService crmService,

ActivityParty[] fromParty,  ActivityParty[] toParty,

string templateName,

Guid regardingId, string regardingType)

{

try

{

// Create e-mail message.

var email = new Email

{

To = toParty,

From = fromParty,

DirectionCode = true

};

if (!string.IsNullOrEmpty(templateName))

{

Guid templateId = Guid.Empty;

// Get Template Id by Name

Entity template = GetTemplateByName(crmService, templateName);

if (template != null && template.Id != null)

{

var emailUsingTemplateReq = new SendEmailFromTemplateRequest

{

Target = email.ToEntity<Entity>(),

TemplateId = template.Id,

RegardingId = regardingId,

RegardingType = regardingType

};

var emailUsingTemplateResp = (SendEmailFromTemplateResponse)crmService.Execute(emailUsingTemplateReq);

}

else

{

// “****No email template exists with the given name ****”);

}

}

}

catch (Exception ex)

{

throw;

}

}

     private Entity GetTemplateByName(string title, IOrganizationService crmService)

{

var query = new QueryExpression();

query.EntityName = “template”;

var filter = new FilterExpression();

var condition1 = new ConditionExpression(“title”, ConditionOperator.Equal, new object[] { title });

filter.AddCondition(condition1);

query.Criteria = filter;

EntityCollection allTemplates = crmService.RetrieveMultiple(query);

Entity emailTemplate = null;

if (allTemplates.Entities.Count > 0)            {

emailTemplate = allTemplates.Entities[0];

}

return emailTemplate;

}

How Do I call this method

  • Prepare From and To Users/Contacts/Accounts
  • Pass Service,Template Name,Regarding details

// Prepare “From” activity parties

var from = new ActivityParty

{

PartyId = new EntityReference(SystemUser.EntityLogicalName, {GUID of User})

};

var fromParty = new[] { from };

// Prepare “To” activity parties

var to = new ActivityParty

{

PartyId = new EntityReference(SystemUser.EntityLogicalName, {GUID of User})

};

var toParty = new[] { to };

var orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);

IOrganizationService orgnaizationService = orgProxy;

Guid regardingntityId={GUID of record} // Ex – Guid of contact

string regardingEntityName = “contact” // Logical name ‘contact’

SendEmailUsingTemplate(orgnaizationService , fromParty, toParty, “templateName”, regardingntityId, regardingEntityName);

Hope it helps 🙂

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