I need to create transactional email, so I created a trial plan from automation.
Now I need to send template to mandrill but I cannot find send to mandrill button from templates.
The problem was in email builder type. I was using new builder which is beta, once I used classic I was able to send template to madrill
You can change email builder from Account -> Settings-> Details-> Default Email Builder then choose your builder.
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I want to categorize or add a tag while sending an email in Outlook.
I have an add-in to add some id to the email content.
Can I add a tag to an email using the id or is there any way to categorize an email using an add-in?
As you can see the image, I can select and insert a matter(each matter has an id like 1, 2...).
But I don't want to add a matter just to the content, I want to add a tag or categorize with a matter to an email.
How to implement this?
Should I add extensions using graph api or is there any item to keep a tag in email data?
You can use either extended properties or open extensions for your scenario. If its extended properties then it allow storing custom data and specifically serve as a fallback mechanism for apps to access custom data for Outlook MAPI properties when these properties are not already exposed in the Microsoft Graph API metadata. You can get it started from here.
I have a process which triggers when a case is assign, the process send an email to the case owner with the content of the case which also include a dynamic link to the case assigned. I could achieve it in CRM 2011 however I don't see any option to insert dynamic link in CRM 365. Any help on this would be really appreciated.
Using template in workflow does not have this hyperlink option, but direct Email message will have.
Refer this community discussion for the different implementation ideas.
Dynamics CRM OOB does not support adding Record URL (Dynamic) to email template!
There is workaround, by adding a new custom field to the case entity, then create a workflow to fire on case create which updates the new field to be a Record URL (Dynamic), then simply add this field to your email template and attach the email template to your workflow
We have an enterprise web api that generates a custom coupon barcode for based on customer id or email.
The Dynamics 365 email activity can send out rich emails; we want to insert custom barcode image into the email.
I have already added a button to this ribbon of this page so that it call open a popup window that can execute my javascript.
But I need to get the email address of the recipient in the "To" field of the email. How do I get this field?
When you are opening the popup, you can send the contact detail in param. Or you can read the parent form fields like discussed here based on your implementation.
Either way, you have to get the activity party list from To field & again you have to make a service call to pull email address. Because only Id & Display Name will be readily available in party list or lookup. Everything else has to be retrieved from server.
I'm creating custom emails (many customizations) in MailChimp campaign builder. Looks like the only option to send is via a campaign, which I'd need to manually upload a list of email addresses. I honestly just want to use the builder to send a quality form email, that I customize for each recipient.
Is it possible to send an email to a specific email address without building a list, etc? This will probably be a one-time thing.
You can send campaign to single email address in mailchimp through this method. However you can't send the same campaign more than once to same email address.
create an automation email with API 3.0 as trigger.
Now, to send a campaign, make POST call to the given url with email address in your mailchimp
https://us19.api.mailchimp.com/3.0/automations/********/emails/********/queue
Now, To call that api you need to add HTTP BAsic Auth or OAuth 2 to API Request. See this answer MailChimp 3.0 HTTP POST Json Example
There's also a npm module to make life easier https://npmjs.com/package/mailchimp-api-v3
This is just a workaround as mailchimp was not built for single emails. In the longer run I'd suggest you to look into mandrill, sendgrid or other transactional email tool.
You are better off using Mandrill, MailChimp's transactional email app, to send one off emails. You can still use or at least make use of MailChimp campaigns but you can send one off emails that are customised and you do not need to send to a list
When creating a new event in salesforce, linked to an opportunity, there is an option to 'add invitees' where you can select multiple contacts. When adding invitees, does this send a notification to these contacts with the info entered within this event?
Thanks
The answer is yes.
Salesforce will send an email to notify invitees about the meeting.
If your need to add custom fields, you should change the email template.