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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!).

Solution features:

• Ability to create Email Templates for custom entities with dynamic fields. Today CRM doesn't allow it yet out of the box.

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.

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