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Welcome to the Dynamics Custom Emails Wiki!

Dynamics Custom Email 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!).

Features

• 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.

Microsoft Dynamics CRM supported deployments

• Online
• On-premise

Microsoft Dynamics CRM supported versions

• CRM 2013, 2015, 2016
• Dynamics 365 (8.2)

Development

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.

Quick Sample

See below a quick example to understand the potential of this utility.

Email Template

Resultant Email