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Template Entity Capabilities

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

This entity represents a template for an e-mail activity.

The class for this entity is template. For templates, you can use the messages listed in the following table with the Execute method.

MessageDescription
AssignUse this message to assign a template to another user.

The information that is used to assign the entity instance is specified in the TargetOwnedTemplate class.

CreateUse this message to create a template.

The information that is used to create the entity instance is specified in the TargetCreateTemplate class.

You can also call the Create method.

DeleteUse this message to delete a template.

The entity instance to delete is specified in the TargetDeleteTemplate class.

You can also call the Delete method.

InstantiateTemplateUse this method to create an e-mail from a template.
MakeAvailableToOrganizationTemplateUse this method to make the specified e-mail template available to the organization.
MakeUnavailableToOrganizationTemplateUse this method to no longer have the specified e-mail template available to the organization.
RetrieveUse this message to retrieve a template.

The entity instance to retrieve is specified in the TargetRetrieveTemplate class.

You can also call the Retrieve method.

RetrieveMultipleUse this message to retrieve a collection of templates.

The query expression that describes the entity instances to retrieve is specified in the Query property of this request.

You can also call the RetrieveMultiple method.

RetrievePrincipalAccessUse this message to retrieve the access that the specified security principal (user or team) has to a template.

The entity instance to retrieve is specified in the TargetOwnedTemplate class.

SendTemplateUse this message to send a bulk e-mail message that is created from a template.
UpdateUse this message to update a template.

The entity instance to update is specified in the TargetUpdateTemplate class.

You can also use the Update method.


See Also

Concepts

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