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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!).
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Send emails from a process (e.g. workflow, action) based on an Email Template with dynamic fields.
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Email Templates for custom entities with dynamic fields.
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Dynamics fields can contain any type of attribute (e.g. Text, Numeric, Lookup, DateTime, etc)
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Lookup dynamics fields can have any level of relationship levels (e.g. Opportunity => Customer Contact => Parent Company)
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Ability to apply formats on dynamic fields using ToString function (e.g. Money with 2 decimals, UK Date Time format)
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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
- CRM 2013, 2015, 2016
- Dynamics 365 (8.2)
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.
