{"id":5839,"date":"2017-06-09T18:21:11","date_gmt":"2017-06-09T12:51:11","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=5839"},"modified":"2021-08-25T11:51:13","modified_gmt":"2021-08-25T11:51:13","slug":"tip-using-sendemailfromtemplaterequest-to-directly-send-an-email-using-the-email-template","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2017\/06\/tip-using-sendemailfromtemplaterequest-to-directly-send-an-email-using-the-email-template\/","title":{"rendered":"Tip: Using SendEmailFromTemplateRequest to directly send an email using the Email Template"},"content":{"rendered":"

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:<\/strong><\/p>\n

    \n
  1. Retrieve the Email Template and get the Template Id<\/strong><\/li>\n
  2. Instantiate the template using InstantiateTemplate request and get the Response<\/strong><\/li>\n
  3. Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object<\/strong><\/li>\n
  4. Execute Send Email Request to Send the Email<\/strong><\/li>\n<\/ol>\n

    But recently while working with sending emails, we came across \u201cSendEmailFromTemplateRequest\u201d<\/strong> request which can be used to directly send emails using email templates by following the below steps:<\/p>\n

      \n
    1. Retrieve the Email Template and get the Template Id<\/strong><\/li>\n
    2. Create an Email object in the code, don\u2019t create in CRM using any service<\/strong><\/li>\n
    3. Simply execute <\/strong>SendEmailFromTemplateRequest<\/strong> request passing the parameters required<\/strong><\/li>\n<\/ol>\n

      \u00a0Note: This approach can be used if you don\u2019t want to edit the Email body or subject of an email using the Template.<\/em><\/strong><\/p><\/blockquote>\n

      Below is the code snippet in C# which you can use for reference:<\/strong><\/h4>\n
      \/\/Return Email Object\r\n\r\nEntity emailRecord = SetEmailProperties();\r\n\r\nSendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest\r\n\r\n{\r\n\r\n\u00a0\u00a0\u00a0\u00a0 \/\/ The Email Object created\r\n\r\n\u00a0\u00a0\u00a0\u00a0 Target = emailRecord,\r\n\r\n\u00a0\r\n\r\n\u00a0\u00a0\u00a0\u00a0 \/\/ The Email Template Id\r\n\r\n\u00a0\u00a0\u00a0\u00a0 TemplateId = emailTemplateRef.Id,\r\n\r\n\u00a0\r\n\r\n\u00a0\u00a0\u00a0\u00a0 \/\/ Template Regarding Record Id\r\n\r\n\u00a0\u00a0\u00a0\u00a0 RegardingId = recordId,\r\n\r\n\u00a0\r\n\r\n\u00a0\u00a0\u00a0\u00a0 \/\/Template Regarding Record\u2019s Logical Name\r\n\r\n\u00a0\u00a0\u00a0\u00a0 RegardingType = recordLogicalName\r\n\r\n\u00a0\r\n\r\n};<\/pre>\n
      \u00a0Note: SetEmailProperties() method returns the Email object with all the required attributes set i.e. as shown here.<\/em><\/strong><\/p><\/blockquote>\n
      \/\/create activityparty\r\n\r\n\u00a0\r\n\r\n\u00a0Entity Fromparty = new Entity(\"activityparty\");\r\n\r\n\u00a0\r\n\r\n\u00a0Entity Toparty = new Entity(\"activityparty\");\r\n\r\n\u00a0\r\n\r\n\/\/To set to Contact\r\n\r\nToparty[\"partyid\"]= new EntityReference(\"contact\", _ contactid));\r\n\r\n\u00a0\r\n\r\n\/\/From set to User\r\n\r\nFromparty[\"partyid\"]= new EntityReference(\"systemuser\", _From));\r\n\r\n\u00a0\r\n\r\n\/\/create email Object and set attributes\r\n\r\nEntity email = new Entity(\"email\");\r\n\r\n\u00a0\r\n\r\nemail[\"from\"] = new Entity[] { Fromparty };\r\n\r\n\u00a0\r\n\r\nemail[\"to\"] = new Entity[] { Toparty };\r\n\r\n\u00a0\r\n\r\nemail[\"directioncode\"] = true;\r\n\r\n\u00a0\r\n\r\n\/\/setting the Regarding as Contact\r\n\r\nemail[\"regardingobjectid\"] = new EntityReference(\"contact\", _contactid);<\/pre>\n
      Hope this helps and saves unnecessary step and request to CRM!<\/p>\n
      Free 70% of storage space in CRM with Attachment Management Apps!<\/div><\/div><\/h2>\n
      Attach2Dynamics<\/a> – Store and manage documents\/attachments in cloud storage of your choice – SharePoint, Dropbox or Azure Blob Storage from within Dynamics 365 CRM.<\/em>
      \n      SharePoint Security Sync<\/a><\/strong> \u2013 Robust and secure solution to integrate Dynamics 365 CRM and SharePoint Security Sync thereby ensuring secure access to confidential documents stored in SharePoint.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"
      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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":5853,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[15,16,19],"tags":[1571,1575],"class_list":["post-5839","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-development","category-dynamics-365","category-dynamics-crm","tag-send-an-email-using-email-template","tag-sendemailfromtemplaterequest"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/5839","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=5839"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/5839\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/5853"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=5839"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=5839"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=5839"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}