Friday, 20 April 2012

Sending Email using Email Template in CRM 2011

Hi,
Here is the sample code to send an Email using Email template name.
Before start below are few keywords
  • Template Name   (i.e., Name of the Template)
  • Regarding Id        (i.e., GUID of the entity record which template associated with)
  • Regarding Type   (i.e., Logical name of the entity which template associated with)
  • ActivityParty[]     (i.e., Sender & Receivers Can be Users/Contacts/Accounts/Leads)
  • IOrganizationService crmService
 public void SendEmailUsingTemplate(IOrganizationService crmService,
ActivityParty[] fromParty,  ActivityParty[] toParty,
string templateName,
Guid regardingId, string regardingType)
{
try
{
// Create e-mail message.
var email = new Email
{
To = toParty,
From = fromParty,
DirectionCode = true
};
if (!string.IsNullOrEmpty(templateName))
{
Guid templateId = Guid.Empty;
// Get Template Id by Name
Entity template = GetTemplateByName(crmService, templateName);
if (template != null && template.Id != null)
{
var emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email.ToEntity<Entity>(),
TemplateId = template.Id,
RegardingId = regardingId,
RegardingType = regardingType
};
var emailUsingTemplateResp = (SendEmailFromTemplateResponse)crmService.Execute(emailUsingTemplateReq);
}
else
{
// “****No email template exists with the given name ****”);
}
}
}
catch (Exception ex)
{
throw;
}
}
     private Entity GetTemplateByName(string title, IOrganizationService crmService)
{
var query = new QueryExpression();
query.EntityName = Template.EntityLogicalName;
var filter = new FilterExpression();
var condition1 = new ConditionExpression(“title”, ConditionOperator.Equal, new object[] { title });
filter.AddCondition(condition1);
query.Criteria = filter;
EntityCollection allTemplates = crmService.RetrieveMultiple(query);
Entity emailTemplate = new Template();
if (allTemplates.Entities.Count > 0)            {
emailTemplate = allTemplates.Entities[0];
}
return emailTemplate;
}
How Do I call this method -
  • Prepare From and To Users/Contacts/Accounts
  • Pass Service,Template Name,Regarding details
// Prepare “From” activity parties
var from = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, {GUID of User})
};
var fromParty = new[] { from };
// Prepare “To” activity parties
var to = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, {GUID of User})
};
var toParty = new[] { to };
var orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
IOrganizationService orgnaizationService = orgProxy;
Guid regardingntityId={GUID of record} // Ex – Guid of contact
string regardingEntityName = “contact” // Logical name ‘contact’
SendEmailUsingTemplate(orgnaizationService , fromParty, toParty, “templateName”, regardingntityId, regardingEntityName);
Hope it helps :)

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