Few years ago, I started a project in Codeplex called “Dynamics CRM Custom Emails“, which allows you to send emails from a Microsoft Dynamics 365 / CRM process (e.g. workflow, action) based on an Email Template. Additionally, these emails can contain dynamic values for any entity (out-of-the-box or custom) and any type of attribute (e.g. lookup, option set, currency, etc).
Apart from just migrating the project from one place to the other, I have also updated it to the latest Dynamics 365 version.
There are some open issues in Codeplex that I would like to review, so I will try to do it before Codeplex closes and reflect them in the new Github project. I would like to thank you those guys who have collaborated and provide their feedback.
For those who has never seen this project, I would like to show you a quick example with some screenshots.
Let’s say we had the following Email Template:
We could then produce an email like this:
These would be done by a Dynamics workflow like this one:
This workflow will use the custom workflow activity provided by this solution. You can then specify the corresponding context parameters:
You will find more documentation in the Github project site: