If/Then Logic in Email Templates (CRM 2015) RRS feed

  • Question

  • Is it possible to use If/Then logic in an email template, so that we can display certain portions of the email template, based on data from the Account record?

    If not within CRM, is there an ISV product that performs this function?

    Thursday, March 26, 2015 12:46 PM

All replies

  • Hi Talina,

    Functionally, how are these e-mails sent at the moment?

    You could achieve this by creating a workflow with your logic, and depending on the If's/Else's, create an e-mail message with the intended templates - then include the info you pretend on these templates.

    The workflow would have to run on-demand or triggered by an event on the entities.

    Thursday, March 26, 2015 2:10 PM