{"id":19165,"date":"2019-06-19T06:42:35","date_gmt":"2019-06-19T06:42:35","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=19165"},"modified":"2019-06-19T06:42:35","modified_gmt":"2019-06-19T06:42:35","slug":"create-global-email-template-programmatically-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/06\/create-global-email-template-programmatically-in-dynamics-365-crm\/","title":{"rendered":"Create Global Email Template Programmatically in Dynamics 365 CRM"},"content":{"rendered":"

Introduction<\/h2>\n

In this blog, we will discuss how we can create Global Email Template programmatically.
\nEmail templates contain prefilled data that you specify, so you don\u2019t have to re-enter the same information for each article.<\/p>\n

To create an Email template for a specific entity (for Contact) we use logical name of the Entity \u201ctemplatetypecode=contact\u201d.<\/em><\/p>\n

Similarly, to create a Global Email template we do not have any specific entity. Therefore, In order to create a record of the Global Email template, Microsoft has provided a solution, i.e. set the field value of the \u201ctemplatetypecode = systemuser\u201d<\/em> as shown in the examples below:<\/p>\n

Using XRM.WebAPI<\/h2>\n

\/\/This function is used to create a Global Email Template in Dynamics 365 CRM<\/p>\n

function createEmailTemplate() {<\/p>\n

try {<\/p>\n

var objEmailTemp = new Object();<\/p>\n

objEmailTemp.title = “Created Email Template using JS”; \/\/Title<\/p>\n

objEmailTemp.templatetypecode = “systemuser”; \/\/Global<\/p>\n

\/*We can use the Entity logical name to create a template for a specific entity*\/<\/p>\n

objEmailTemp.languagecode = 1033; \/\/Language<\/p>\n

objEmailTemp.subjectpresentationxml = “<template><text><![CDATA[Test Subject]]><\/text><\/template>”; \/\/Subject<\/p>\n

objEmailTemp.presentationxml = “<template><text><![CDATA[Body of the Template]]><\/text><\/template>”; \/\/Body<\/p>\n

objEmailTemp.ispersonal = true;<\/p>\n

\/\/ Create account record<\/p>\n

Xrm.WebApi.createRecord(“template”, objEmailTemp).then(<\/p>\n

function success(result) {<\/p>\n

\/\/ Perform operations on record creation<\/p>\n

showMessage(“template created with ID: ” + result.id);<\/p>\n

},<\/p>\n

function (error) {<\/p>\n

\/\/ Handle error conditions<\/p>\n

showMessage(error.message);<\/p>\n

}<\/p>\n

);<\/p>\n

} catch (error) {<\/p>\n

showMessage(error.message);<\/p>\n

}<\/p>\n

}<\/p>\n

\/\/This function is used to show the Message<\/p>\n

function showMessage(message) {<\/p>\n

try {<\/p>\n

var alertStrings = { confirmButtonLabel: “OK”, text: message };<\/p>\n

var alertOptions = { height: 120, width: 260 };<\/p>\n

Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then(function success(result) {<\/p>\n

console.log(success);<\/p>\n

}, function (error) {<\/p>\n

console.log(error);<\/p>\n

});<\/p>\n

}<\/p>\n

catch (ex) {<\/p>\n

}<\/p>\n

}<\/p>\n

Using C# code<\/h2>\n

\/\/\/ <summary><\/p>\n

\/\/\/ This method is used to create an Email Template in Dynamics 365 CRM of type “Global”<\/p>\n

\/\/\/ <\/summary><\/p>\n

public void CreateEmailTemplate()<\/p>\n

{<\/p>\n

try<\/p>\n

{<\/p>\n

\/\/Entity object<\/p>\n

Entity entEmailTemplate = new Entity(“template”);<\/p>\n

entEmailTemplate[“title”] = “Created Template using C#”;\/\/title<\/p>\n

entEmailTemplate[“templatetypecode”] = “systemuser”;\/\/Global<\/p>\n

entEmailTemplate[“languagecode”] = 1033;\/\/Language = English<\/p>\n

entEmailTemplate[“presentationxml”] = “<template><text><![CDATA[Body of the Template]]><\/text><\/template>”;\/\/Body of the email<\/p>\n

entEmailTemplate[“subjectpresentationxml”] = “<template><text><![CDATA[Test Subject]]><\/text><\/template>”;\/\/Subject of the email<\/p>\n

entEmailTemplate[“ispersonal”] = true;\/\/True = Individual and False = Organization<\/p>\n

\/\/Create the Record<\/p>\n

Service.Create(entEmailTemplate);<\/p>\n

}<\/p>\n

catch (Exception ex)<\/p>\n

{<\/p>\n

throw new Exception(ex.Message);<\/p>\n

}<\/p>\n

}<\/p>\n

Conclusion<\/h2>\n

Using the above custom code we can create the Global Email Template record in Dynamics 365 CRM.<\/p>\n

Note<\/strong>: We cannot create Email templates using OOB Workflows or Actions.<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"

Introduction In this blog, we will discuss how we can create Global Email Template programmatically. Email templates contain prefilled data that you specify, so you don\u2019t have to re-enter the same information for each article. To create an Email template for a specific entity (for Contact) we use logical name of the Entity \u201ctemplatetypecode=contact\u201d. Similarly,\u2026 Read More: Create Global Email Template Programmatically in Dynamics 365 CRM »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":19167,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13,16,18,19],"tags":[545],"class_list":["post-19165","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customizations","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","tag-dynamics-365-crm"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t