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E-Mail template for sending pricing information RRS feed

  • Question

  • Is it possible in Dynamics CRM 2011 to include just the pricing information in an e-mail template instead of the total amount? In our case the total amount or the quantity of the product items is not always known at the time the e-mail for this opportunity is sent.

    My second question is, is it possible to include a separate line for each product in the e-mail if there are several products. e.g.:

    ...

    item1 7€ per item

    item2 42€ per item

    ...

    Friday, July 8, 2011 12:30 PM

Answers

  • Hi,

    There is no standard funtionality to send the line items details into the email via templates. You can develop a SDK plugin that will execute on SDK message SendFromTemplate on PreOperation event, then in code fetch the pricing informaiton from the related Opprotunity and then append the email body with the pricing.

    You can also develop a SDK plugin that will execute on OpportunityProduct Create and Update events in Post Operation stage and take the product pricing information, create line items description and placed into a text field in opportunity for sending emails.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Friday, July 8, 2011 2:40 PM
    • Marked as answer by Al3x3 Monday, July 11, 2011 8:01 AM
    Friday, July 8, 2011 2:38 PM