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Sample: Create an email using a template

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This sample shows how to instantiate an email record by using InstantiateTemplateRequest message. You can download the sample from here.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

  1. Download or clone the Dynamics365-Apps-Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the Common Data Service instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you do not specify a connection string in dataverse/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Common Data Service instance to run will include a linked reference to the dataverse/App.config file.

What this sample does

The InstantiateTemplateRequest message is intended to be used in a scenario where it instantiates an email record.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. Creates an account record.
  3. Defines the body and subject of the email template in XML format.
  4. Creates an email template.

Demonstrate

  1. The InstantiateTemplateRequest message is used to create an email message using a template.
  2. Serialize the email message to XML and save to a file.

Clean up

Display an option to delete the record created in Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.