Dynamics CRM Custom Email is an utility for Microsoft Dynamics CRM which provides several capabilities to extend the email functionality of the platform based on supported customizations.

Solution features:
  • Ability to create Email Templates for custom entities. Today CRM doesn't allow it yet out of the box.
    • Dynamics fields can contain any type of attribute (e.g. Text, Numeric, Lookup, DateTime, etc)
    • Lookup dynamics fields can have any level of relationships level (e.g. Opportunity => Customer Contact => Parent Company)
    • Ability to apply formats on dynamic fields using ToString function (e.g. Money with 2 decimals, UK Date Time format)
  • Ability to reuse attachments from different templates (e.g. Two different emails with attachments will use the same physical file)
    • Reduce storage
    • Dynamics CRM only allows to reuse attachments using bulk emails where files must be attached to the same template.
  • [Coming Soon] Attachments Viewer
    • Ability to view actual physical attachments and emails/templates that are using those
    • This tool is specially useful in a Online organisation, where there is not an UI option to see the physical files of the system (In On-premise you could go to the CRM DB / attachments table)

Microsoft Dynamics CRM supported versions:
  • CRM 2013, 2015, 2016
    • Online
    • On-premise

Development:
Learn how this CRM utility has been developed in the Development page.

Sample Template design and resultant email:
Template:
DXTools - Sample Payment Email Template 20141219.png

Resultant Email:
DXTools - Sample Payment Email 20141219.png

Last edited May 27, 2016 at 6:09 AM by rtebar, version 15