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Mail Merge Template Entity Capabilities

Dynamics
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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 a mail merge document.

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

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

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

CreateUse this message to create a mail merge template.

The information that is needed to create the entity instance is specified in the TargetCreateMailMergeTemplate class.

You can also call the Create method.

DeleteUse this message to delete a mail merge template.

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

You can also call the Delete method.

GrantAccessUse this message to share a mail merge template with another security principal (user or team).

The information that is used to grant access to the entity instance is specified in the TargetOwnedMailMergeTemplate class.

ModifyAccessUse this message to change the access rights for a mail merge template previously shared with another security principal (user or team).

The information that is used to modify access to the entity instance is specified in the TargetOwnedMailMergeTemplate class.

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

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

RetrieveSharedPrincipalsAndAccessUse this message to retrieve all the security principals (users or teams) that have access to a mail merge template, along with their access rights to the mail merge template.

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

RevokeAccessUse this message to remove all access to a mail merge template for the specified security principal (user or team).

The information that is used to revoke access to the entity instance is specified in the TargetOwnedMailMergeTemplate class.

RetrieveUse this message to retrieve a mail merge template.

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

You can also call the Retrieve method.

RetrieveMultipleUse this message to retrieve a collection of mail merge 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.

SetStateDynamicEntityUse this message to set the state of a mail merge template using a DynamicEntity instance.

The possible states are defined in the MailMergeTemplateState enumeration.

SetStateMailMergeTemplateUse this message to set the state of a mail merge template.

The possible states are defined in the MailMergeTemplateState enumeration.

UpdateUse this message to update a mail merge template.

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

You can also use the Update method.


See Also

Concepts

Other Resources


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