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MS CRM 2011 : Retrieve Email Template while sending Email. RRS feed

  • Question

  • Hi,

    I want to maintain the list of all the email templates used in sending email to every lead record on that Lead record itself.

    Is this feasible, as EmailTemplate is a non-customizable entity.

    Regards,

    Arun

    Monday, January 23, 2012 6:35 AM

Answers

  • Email Template is non-customizable entity and so it does not all for any 1:N or N:N relation with this entity.

    One way could be to create a custom entity that would have a lookup to Lead and text fields to store the Template id. You will need to provide a custom UI to let the user select the Email Template you could then store the details as new records in the custom entity.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Marked as answer by arunshar Wednesday, January 25, 2012 8:51 AM
    Monday, January 23, 2012 8:31 AM
  • Hi
     
    Did this help?
     
    Please make sure to mark as answer to the response that helped you get through. This will help others with similar problem identify the answer and also close this thread as resolved.
     
    Thanks
     
    Dkay
    • Marked as answer by arunshar Wednesday, January 25, 2012 6:29 AM
    Monday, January 23, 2012 9:22 PM

All replies

  • Email Template is non-customizable entity and so it does not all for any 1:N or N:N relation with this entity.

    One way could be to create a custom entity that would have a lookup to Lead and text fields to store the Template id. You will need to provide a custom UI to let the user select the Email Template you could then store the details as new records in the custom entity.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Marked as answer by arunshar Wednesday, January 25, 2012 8:51 AM
    Monday, January 23, 2012 8:31 AM
  • Hi Anushar

    Adding to the previous post ,

    Alternatively you can create a Custom Attribute , to Store the Email Template ID in the Lead Entity

    This could be populate which sending a email using Template .

    hth

    dkay

     if the response answered your question, please take a minute and mark the response as an answer.

    Monday, January 23, 2012 12:08 PM
  • Hi
     
    Did this help?
     
    Please make sure to mark as answer to the response that helped you get through. This will help others with similar problem identify the answer and also close this thread as resolved.
     
    Thanks
     
    Dkay
    • Marked as answer by arunshar Wednesday, January 25, 2012 6:29 AM
    Monday, January 23, 2012 9:22 PM