How to customize email template in crm 2016 by code

大兔子大兔子 提交于 2019-12-05 19:17:51

You can do this by manually typing similar marker what CRM is using. Note that this is not documented in SDK.

Dynamic Values For Custom Entities In Email Templates

In the template, where you want the value to appear, type within 2 brackets an exclamation point followed by the entity logical name. After the entity name, add a colon, and then the field logical name, ending it with a semi colon. If you’d like a default value if nothing was found, after the semi colon add the default value.

{!<entitylogicalname>: <fieldlogicalname>; <Default Text>}

More in part 2:

The Global Template Type is what you’d want to use for custom entities, or any other entity not listed in the template type drop down menu. And just to reiterate, regardless of the way you insert values, whether you use the out of the box insert method or you manually type it in, you can only insert values from one record.

Dynamic Values For Email Templates - Part 2

Dynamics' email templates are flawed. You either can't use custom entities or you have no translation. I use this workflow instead. It can do everything : https://github.com/rtebar/dynamics-custom-emails

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