Sample: Create an email using a template

Applies to Dynamics 365 for Customer Engagement apps version 9.x

This sample code is for Dynamics 365 for Customer Engagement. Download the complete sample from Sample: Work with Templates.

Prerequisites

Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.

Requirements

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

Demonstrates

This sample shows how to instantiate an email record by using the InstantiateTemplateRequest message.

Example



using System;
using System.IO;
using System.Text;
using System.ServiceModel;
using System.Xml.Serialization;
using System.ServiceModel.Description;

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


// 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
{
    public class CreateEmailUsingTemplate
    {
        #region Class Level Members

        // Define the IDs needed for this sample.        
        private Guid _accountId;
        private Guid _templateId;        

        private OrganizationServiceProxy _serviceProxy;
        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create an e-mail using a template.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        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 = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
                                                                     serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    CreateRequiredRecords();


                    // Use the InstantiateTemplate message to create an e-mail message using a template.
                    InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest
                    {
                        TemplateId = _templateId,
                        ObjectId = _accountId,
                        ObjectType = Account.EntityLogicalName
                    };
                    InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)_serviceProxy.Execute(instTemplateReq);

                    // Serialize the email message to XML, and save to a file.
                    XmlSerializer serializer = new XmlSerializer(typeof(InstantiateTemplateResponse));
                    string filename = "email-message.xml";
                    using (StreamWriter writer = new StreamWriter(filename))
                    {
                        serializer.Serialize(writer, instTemplateResp);
                    }
                    Console.WriteLine("Created e-mail 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>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create an account.
            Account account = new Account
            {
                Name = "Fourth Coffee",                
            };
            _accountId = _serviceProxy.Create(account);
            Console.WriteLine("Created a sample account: {0}.", account.Name);            

            // Define the body and subject of the email template in XML format.
            string bodyXml =
               "<?xml version=\"1.0\" ?>"
               + "<xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\">"
               + "<xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\">"
               + "<![CDATA["
               + "This message is to notify you that a new account has been created."
               + "]]></xsl:template></xsl:stylesheet>";

            string subjectXml =
               "<?xml version=\"1.0\" ?>"
               + "<xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\">"
               + "<xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\">"
               + "<![CDATA[New account notification]]></xsl:template></xsl:stylesheet>";

            string presentationXml =
               "<template><text><![CDATA["
               + "This message is to notify you that a new account has been created."
               + "]]></text></template>";

            string subjectPresentationXml =
               "<template><text><![CDATA[New account notification]]></text></template>";

            // Create an e-mail template.
            Template template = new Template
            {
                Title = "Sample E-mail Template for Account",
                Body = bodyXml,
                Subject = subjectXml,
                PresentationXml = presentationXml,
                SubjectPresentationXml = subjectPresentationXml,
                TemplateTypeCode = Account.EntityLogicalName,
                LanguageCode = 1033, // For US English.
                IsPersonal = false
            };

            _templateId = _serviceProxy.Create(template);
            Console.WriteLine("Created {0}.", template.Title);
        }


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

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {
                // Delete all records created in this sample.
                _serviceProxy.Delete(Template.EntityLogicalName, _templateId);
                _serviceProxy.Delete(Account.EntityLogicalName, _accountId); ;

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

        #endregion How To Sample Code

        #region Main method
        /// <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();

                CreateEmailUsingTemplate app = new CreateEmailUsingTemplate();
                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");
                    }
                }
            }
            // Additonal exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

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

        }
        #endregion Main method

    }
}

See also

Sample Code for Activity
EMail Activity Entities
Email Entity
Template Entity
Sample: Work with Activity Party Records
Sample: CrmServiceHelper Class
IOrganizationService
InstantiateTemplateRequest