USE CUSTOM ENTITIES IN GLOBAL EMAIL TEMPLATES WITH SOLZEDITOR

In Dynamics CRM, there is a feature to create email templates. These templates can be created for a specific entity or globally. But there are two major limitations with the out of the box email template editor of CRM:

1). There are only a limited number of entities which are supported for creating email templates:

So, we can create the template for any of the above entities or can create it globally. We cannot create template for any custom entity.
2). We cannot use attributes of any related entity. For example I create a template for Contact entity:

Now when I try to add attributes of any related entity with Contact, I don’t find all the related entities and can see one primary entity(Contact) and two related entities(User and Account):

Solution of the above two problems:
So, to overcome the above two problems, Soluzione has made an enhanced Email Template Editor which is called as SolzEditor. It is actually also a rich text editor where you can add styling, colours, fonts, etc to the email body:

Let’s create a new template:
1). Select ‘Template Type’ as ‘Global’ then click on OK:

2). The default out of the box email template editor gets open. Add the title and subject then Save and Close the template:

3). Open SolzEditor and select ‘Test Email Template For SolzEditor’ for CRM Email Templates option list. As this template is a global template, we can select any entity of our CRM instance from the list of “Primary Entity”. For now select ‘Cricketer‘ as the Primary Entity:

4). After selecting ‘Cricketer’ as primary entity, the list of ‘Related Entity’ gets auto filled. Select any entity:

5). After selecting Primary Entity and Related Entity, the Primary Attributes and Related Attributes gets auto-filled. Select any attribute and insert into template’s body and then save:

6). To test the same, create a new Email record and select a Cricketer record in regarding field and then insert template. The template “Test Email Template For SolzEditor” is shown in the ‘Select Template’ window:

7). After inserting the template, the primary attribute fields get replaced by their values but related entity’s attributes don’t get replaced at this moment:

8). Now Save or Send the email. The related attributes will also get replaced by the values and the email will be sent with the values:

So this rich html text editor is very useful in designing simple or complex templates containing data from primary entities and related entities as well whether it is an out of the box entity or a custom entity.

Thanks

****** Soluzione IT Services ******

LATEST VERSION OF SOLZEDITOR – RICH TEXT HTML EMAIL EDITOR FOR MICROSOFT DYNAMICS 365

HTML emails have been a pain area for Dynamics users. To overcome this issue, Soluzione developed SolzEditor, a Rich Text HTML Email Editor. After successfully working with the earlier versions of Dynamics CRM, SolzEditor is now upgraded to work with Dynamics 365. One of main limitations in the previous versions was the inability to add dynamic CRM data fields to the email template directly. That was one of the primary reason why at the end of formatting, one had to open template in the core CRM editor and then add the CRM fields.

This problem has been addressed in the most recent version. This latest version of SolzEditor allows one to select the CRM entity and add CRM attributes to the template natively. Let’s look at how you can add dynamics 365 entity attributes below.

1.     Go to HTML Email Template Editor and open an existing template say Case Escalation.

2.     As you can see the HTML template is loaded and editing area and much similar to how it is in the core CRM the dynamic fields are highlighted in yellow.

3.     You can see two new dropdown options, first one is Entity in which a list of related CRM entities is loaded. This list depends on the type of template i.e. is it an email template for Account or Contact or Case or Organization etc. As you can see below the “Case Escalation” template is based on Case entity and the related entities are loaded in the Entity dropdown.

4.     The second new dropdown is Attributes. Once you select a related CRM Entity, the applicable entity attributes are populated in the Attributes dropdown. You can see if Account entity is selected the Attributes dropdown has the attributes of account entity.

5.     Click on the place in email template where you want to insert the dynamic field i.e. attribute. Simply select the attribute and click Insert. The below example shows how we inserted the Account Owner at the end of email.

6.     If you open the template using “Open Template” you can see that the values we inserted are now inserted properly in the email template.

Few things that can be improved in a future versions is the default text condition and showing the display name of the attribute instead of logical name.

If your business needs new expansion solutions, Soluzione can help. To get more details, please contact us at info@solzit.com.