Sample: Send an email using a template
Applies To: Dynamics CRM 2013
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
}
}
Imports System.ServiceModel
Imports System.ServiceModel.Description
Imports System.Text
' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Discovery
Imports Microsoft.Xrm.Sdk.Messages
Imports Microsoft.Xrm.Sdk.Client
' This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
' found in the SDK\bin folder.
Imports 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 _serviceProxy As OrganizationServiceProxy
' Define the IDs needed for this sample.
Private _emailId As Guid
Private _contactId As Guid
Private _userId As Guid
Private _templateId As Guid
#End Region ' 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 Sub Run(ByVal serverConfig As ServerConnection.Configuration, ByVal promptForDelete As Boolean)
Try
' Connect to the Organization service.
' The using statement assures that the service proxy will be properly disposed.
_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
Using _serviceProxy
' 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
Dim fromParty As ActivityParty = New ActivityParty With {.PartyId = New EntityReference(SystemUser.EntityLogicalName, _userId)}
' Create the 'To:' activity party for the email
Dim toParty As ActivityParty = New ActivityParty With {.PartyId = New EntityReference(Contact.EntityLogicalName, _contactId)}
Console.WriteLine("Created activity parties.")
' Create an e-mail message.
Dim email As Email = New Email With {.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"
Dim queryBuildInTemplates As QueryExpression = New QueryExpression With {.EntityName = "template", .ColumnSet = New ColumnSet("templateid", "templatetypecode"), .Criteria = New FilterExpression()}
queryBuildInTemplates.Criteria.AddCondition("templatetypecode", ConditionOperator.Equal, "contact")
Dim templateEntityCollection As EntityCollection = _serviceProxy.RetrieveMultiple(queryBuildInTemplates)
If templateEntityCollection.Entities.Count > 0 Then
_templateId = CType(templateEntityCollection.Entities(0).Attributes("templateid"), Guid)
Else
Throw New ArgumentException("Standard Email Templates are missing")
End If
' Create the request
Dim emailUsingTemplateReq As SendEmailFromTemplateRequest = New SendEmailFromTemplateRequest With {.Target = email, _
.TemplateId = _templateId, .RegardingId = _contactId, _
.RegardingType = Contact.EntityLogicalName}
' Use a built-in Email Template of type "contact".
' The regarding Id is required, and must be of the same type as the Email Template.
Dim emailUsingTemplateResp As SendEmailFromTemplateResponse = CType(_serviceProxy.Execute(emailUsingTemplateReq), _
SendEmailFromTemplateResponse)
' Verify that the e-mail has been created
_emailId = emailUsingTemplateResp.Id
If Not _emailId.Equals(Guid.Empty) Then
Console.WriteLine("Successfully sent an e-mail message using the template.")
End If
DeleteRequiredRecords(promptForDelete)
End Using
' Catch any service fault exceptions that Microsoft Dynamics CRM throws.
Catch fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
' You can handle an exception here or pass it back to the calling method.
Throw
End Try
End Sub
''' <summary>
''' This method creates any entity records that this sample requires.
''' </summary>
Public Sub CreateRequiredRecords()
' Create a contact to send an email to (To: field)
Dim emailContact As Contact = New Contact With {.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)
Dim systemUserRequest As New WhoAmIRequest()
Dim systemUserResponse As WhoAmIResponse = CType(_serviceProxy.Execute(systemUserRequest), WhoAmIResponse)
_userId = systemUserResponse.UserId
End Sub
''' <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 Sub DeleteRequiredRecords(ByVal prompt As Boolean)
Dim deleteRecords As Boolean = True
If prompt Then
Console.WriteLine(vbLf & "Do you want these entity records deleted? (y/n)")
Dim answer As String = Console.ReadLine()
deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y"))
End If
If deleteRecords Then
_serviceProxy.Delete(Email.EntityLogicalName, _emailId)
_serviceProxy.Delete(Contact.EntityLogicalName, _contactId)
Console.WriteLine("Entity records have been deleted.")
End If
End Sub
#End Region ' 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>
Public Shared Sub Main(ByVal args() As String)
Try
' Obtain the target organization's Web address and client logon
' credentials from the user.
Dim serverConnect As New ServerConnection()
Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()
Dim app As New SendEmailUsingTemplate()
app.Run(config, True)
Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
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}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
Catch ex As TimeoutException
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}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
Catch ex As Exception
Console.WriteLine("The application terminated with an error.")
Console.WriteLine(ex.Message)
' Display the details of the inner exception.
If ex.InnerException IsNot Nothing Then
Console.WriteLine(ex.InnerException.Message)
Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) = TryCast(ex.InnerException, _
FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
If fe IsNot Nothing Then
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}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
End If
End If
' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
Finally
Console.WriteLine("Press <Enter> to exit.")
Console.ReadLine()
End Try
End Sub
#End Region ' Main
End Class
End Namespace
See Also
IOrganizationService
SendEmailFromTemplateRequest
Sample code for activity entities
Sample: Send an email
Email activity entities
Template (email template) entity messages and methods
Helper code: ServerConnection class