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Sample: Send an email using a template

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\Activities\SendEmailUsingTemplate.cs

SampleCode\VB\BusinessDataModel\Activities\SendEmailUsingTemplate.vb

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to send an email message using a template using the SendEmailFromTemplateRequest message.

Example


using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Text;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Client;


// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Send an e-mail using a template.
    /// </summary>
    /// <remarks>This sample requires that the user account running the program have
    /// a primary e-mail address defined in Microsoft Dynamics CRM.</remarks>
    public class SendEmailUsingTemplate
    {
        #region Class Level Members

        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        private Guid _emailId;
        private Guid _contactId;
        private Guid _userId;
        private Guid _templateId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Send an e-mail using a template.
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        /// </summary>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
        {
            try
            {
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();                    

                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();


                    // Create the 'From:' activity party for the email
                    ActivityParty fromParty = new ActivityParty
                    {
                        PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
                    };

                    // Create the 'To:' activity party for the email
                    ActivityParty toParty = new ActivityParty
                    {
                        PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
                    };

                    Console.WriteLine("Created activity parties.");

                    // Create an e-mail message.
                    Email email = new Email
                    {
                        To = new ActivityParty[] { toParty },
                        From = new ActivityParty[] { fromParty },
                        Subject = "SDK Sample e-mail",
                        Description = "SDK Sample for SendEmailFromTemplate Message.",
                        DirectionCode = true
                    };

                    //Create a query expression to get one of Email Template of type "contact"

                    QueryExpression queryBuildInTemplates = new QueryExpression{
                        EntityName = "template",
                        ColumnSet = new ColumnSet("templateid", "templatetypecode"),
                        Criteria = new FilterExpression()
                    };
                    queryBuildInTemplates.Criteria.AddCondition("templatetypecode",
                        ConditionOperator.Equal, "contact");
                    EntityCollection templateEntityCollection = _serviceProxy.RetrieveMultiple(queryBuildInTemplates);

                    if (templateEntityCollection.Entities.Count > 0) 
                    {
                        _templateId = (Guid)templateEntityCollection.Entities[0].Attributes["templateid"];
                    }
                    else
                    {
                        throw new ArgumentException("Standard Email Templates are missing");
                    }             

                    // Create the request
                    SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest
                    {
                        Target = email,

                        // Use a built-in Email Template of type "contact".
                        TemplateId = _templateId,

                        // The regarding Id is required, and must be of the same type as the Email Template.
                        RegardingId = _contactId,
                        RegardingType = Contact.EntityLogicalName
                    };

                    SendEmailFromTemplateResponse emailUsingTemplateResp = (SendEmailFromTemplateResponse)_serviceProxy.Execute(emailUsingTemplateReq);

                    // Verify that the e-mail has been created
                    _emailId = emailUsingTemplateResp.Id;
                    if (!_emailId.Equals(Guid.Empty))
                    {
                        Console.WriteLine("Successfully sent an e-mail message using the template.");
                    }


                    DeleteRequiredRecords(promptForDelete);
                }
            }

            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }

        /// <summary>
        /// This method creates any entity records that this sample requires.        
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a contact to send an email to (To: field)
            Contact emailContact = new Contact
            {
                FirstName = "David",
                LastName = "Pelton",
                EMailAddress1 = "david@contoso.com",
                DoNotEMail = false
            };
            _contactId = _serviceProxy.Create(emailContact);
            Console.WriteLine("Created a sample contact.");

            // Get a system user to send the email (From: field)
            WhoAmIRequest systemUserRequest = new WhoAmIRequest();
            WhoAmIResponse systemUserResponse = (WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
            _userId = systemUserResponse.UserId;
        }


        /// <summary>
        /// Deletes the custom entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the entity created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                _serviceProxy.Delete(Email.EntityLogicalName, _emailId);
                _serviceProxy.Delete(Contact.EntityLogicalName, _contactId); ;

                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Main. Runs the sample and provides error output.
        /// <param name="args">Array of arguments to Main method.</param>
        /// </summary>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                SendEmailUsingTemplate app = new SendEmailUsingTemplate();
                app.Run(config, true);

            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe =
                        ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main

    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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