Introduction Since the time that I have been using CRM and had email templates around, I do not remember it receiving any major updates. It had a basic email designer that provided for some basic formatting options and that kind of served its purpose. Anybody needing more could always draft the email content in a… Read More »
Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More »
Introduction During an online conference with Power Platform experts, a technical enthusiast asked the forum, “What options do we have for emailing using the template on specific events/actions in Dynamics CRM?” A panelist answered, “We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ requests for… Read More »
Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More »