Im trying to add dynamic content to emails within Dynamics 365 for Marketing V9.
So far it seems that the code only partially works. The intention is to put in Event session name (and information) into the body of the email.
I have come up with
<!-- {{#each contact.msevtmgt_sessionregistration_contact_msevtmgt_contactid}} -->
<li>{{this.msevtmgt_name}}</li>
<!-- {{/each}} -->
However this produces:
SR LW6H9BSC7P6JW88DE4...
SR LW6H9BSC7P6JW88DE4...
Which looks like the Session Registration ID NOT the name of the Session. Ideally it should look like:
Morning Session (perhaps some more data, i.e. speakers, times, description etc..)
Afternoon Session
I have made sure 'Session Registrations' data is synced with the marketing insights service.
Also I have looked at the official Microsoft Documentation here:
https://learn.microsoft.com/en-gb/dynamics365/marketing/dynamic-email-content
At theis point the only solution I can think of is perhaps using a more hardcoded approach and hardcoding in the session ID's for each using a IF to check if the user has registered for the session then show the information. But this will consume lots of time to do this for each event!
Related
I have a problem with creating a script that creates/forwards an email in outlook to a constant recipiant.
the plan was to select keywords from checkboxes in its form. by pressing an inplemented button, the add-in should forward the opened email with a new subject from the checked checkboxes.
since i am very new to webdesign and js i would like to know if the idea could be realized without further ado. i have already browsed several forums and found out that sending email requires a web server and email client, which is out of the question due to the dynamic use and data security. also
I have already created the form of the add in. since this has no functions yet, i save posting a code/progress.
Any feedback?
OfficeJS doesn't provide anything for moving/forwarding items in Outlook. The web add-in is working under the currently selected item only. But you may consider using EWS or Graph API for implementing the required functionality.
Just like in the title. I would like users using Outlook to be able to click a link in the appointment which will redirect them to the site with additional data about this meeting. This link should be available in a few seconds after creating this appointment, best immidiately. The link may contain either id to this meeting in Exchange or date, time and room.
Is it possible by using transport rules? I couldn't find anything relevant.
Second way to achieve it may be a service which will scan appointments and append relevant link, but it should work every few seconds and be fully reliable.
Any other way? I can't see anything in message/appointment headers :/
I would like to support Exchange versions from 2010 up to Online.
Need help in implementing email based approval system. Ex: Manager gets an auto triggered mail for his/her approval with a approval link in email body, when the manager clicks on the the link, it should validate the manager and then approve it. I tried searching on the internet but didn't find relevant resource.
Request you to Please help me with your ideas, suggestions or how I should proceed, or any plugin or jar is available??? It would be very helpful to me... Thanking you...
EDIT: Thanking you for replying. We have a java web app build using spring framework (MVC) where in employees can apply leaves which has to be approved by his/her manager. If an employee applies leave then a mail is triggered for approval to his/her manager with the leave details. After looking the mail, the manager logs-in to the application to approve or reject the leaves. So request you to Please help me in how to give a direct link in the mail to approve or reject the leaves.
For one of our applications we had the same requirements - employees can submit vacation requests and supervisors will be notified via mail. We have written an article about the exact way we did it - available here.
So in a nutshell, we are using Spring Integration and GMail. Each new vacation request yields an email send to all supervisors. Supervisors can reply with either approve or reject. We only accept email addresses from our domain, but since these can be faked we introduced a shared secret - a UUID added to the mail's subject which then relates to the id of the vacation request.
Once an email comes in we run the business logic to figure out whether a request shall be approved or rejected.
As I stated in my comment, I used Velocity to template my email message. You don't have to use it, but it made my job easier. You should be able to read up on it.
Java itself has the ability to send emails in it's Java EE framework using JavaMail, or you can use Spring's wrappers. You will need access to a mail server of some sorts, and would highly recommend that you setup an email box specifically for this process. I actually used my gmail account during testing, but I wouldn't recommend that for a long-term solution. I assume your company would have an email server setup somewhere you can use.
The process flow would be:
Employee fills out request
System generates an email to employee's manager(s) with a link to approve
Manager clicks on link, taken to approval page
Manager approves/denies request
The next question is how to build the URL. I would suggest using something like a UUID or something like that, or the request ID if that makes it easier. You can generate a UUID from any seed String or set of bytes. I like UUID because it obviscates the data being sent.
Anyway, the URL will basically point to a Spring form that will allow the user to approve that request. So, thinking about what you would need, I would expect some DB record that relates the information in the incoming request to the time off request that was filled out. Read in the record, load the page and display it. Simple enough.
The next issue is locking it down so only the authorized people can approve. Again, making a huge assumption here, but I am guessing you are using Spring Security? If you are, you should be able to add a condition to the Controller's handler for this approval form that requires the user to be authenticated (read here) and add a java.security.Principal to the handler methods arguments (read 15.3.2.3 here for what you can pass into a Controller's handler). With the Principal object in-hand, you should be able to compare that to a list of approvers associated with the request record in the DB. I would then have the system generate approval/denial emails that code to all concerned parties.
Let me reiterate that this is NOT the only solution, only one possible solution. This is why I feel this is not a good question for StackOverflow, as it asks a very broad question that doesn't really have a single right answer.
If a customer schedules a service activity using my web application and I want to send them an automated confirmation email, it seems I have two options:
Have the workflow create and send a new email message. On this view (see below), you can use fields from related entities on the service activity (e.g. the customer's first name).
Have the workflow use an email template. It seems that email templates do not allow you to access fields from a related entity, like first name, so the only option here is to address the customer by their FULL name.
Are there any solutions that I missed, or am I stuck with the first option if I want to address the customer in a personal, natural way on this automated email?
Unfortunatly, the CRM is pretty limited on that aspect. The best workaround is to add the firstname to the Service Activity entity. May suit you or not. Otherwise, it is achievable through a the SDK, but that's much more complicated if you don't already use it.
I'm wondering if there is any way to be able to include an arbitrary email address as the To:, From:, CC: or BCC: fields of a send email activity? It appears that they must be contacts in the CRM.
I ask this because I have a requirement to cc a known group email (no actual user associated with the email...something like support#mycompany.com...though it's not a queue at all). I'm concerned that if I create a CRM user for this email, that when I move to production, I'll have to change all the workflows using this email to point to the CRM entity on the production box (assuming GUID is saved with activity).
If an arbitrary email isn't possible, any other suggestions?
I'm not quite sure, if I have unterstood your question right:
You want to create a workflow which contains a send mail activity. You would like to set one of the address fields (To:, From:, CC:) to a plain mail address like 'foo#bar.org'?
It is possible if
you enter the mail address by hand (do not use the field assistant)
you have configured that e-mails with unresolved recipients are allowed to be sent.
See Settings -> Administration -> System Settings -> E-Mail Tab
you don't want to set the e-mail address with another workflow step
To my knowledge, the only way to do this would be to create a custom workflow assembly. This may be more trouble to you than it's worth.
I doubt it. Not without horrible SDK or Custom Workflow Activity machinations, which even then may not work. Unless you have a truly gargantuan number of workflows that must be altered, the manual approach may be the best.
It may be a terrible hack, but you might be able to replace instances of the development environment support account GUID with its production counterpart directly in SQL Server. Not in the SystemUserBase table, but in whatever workflow activities mention the support account as a CC field in an e-mail. But that is scary stuff.
You may also want to take another look at your process; a significant portion of Dynamics CRM is dedicated to handling support issues, and that includes fairly robust e-mail tracking and storage; there probably shouldn't be a need to CC this support mailbox to which you refer.
In summary: All of the options I've listed are terrible. Find a way to avoid them. :-P
I've had this requirement before, and even with workflow activities, there doesn't seem to be a way to handle this (even though CRM will allow it through the UI).
Your instinct is right that if you create a user separately in both environments and then try to move a workflow that references that user between the environments, that the workflow references will have to be updated.
The best solution, to me, would be to go with just creating the contact/user in one environment. But then, create the contact/user in your other environments with the same Guid. You can do this through the API quite easily, or for a no-code solution, there is a Microsoft provided CRM Configuration Data Utility (http://msdn.microsoft.com/en-us/library/dd442453.aspx) that you can use. (Note that the utility will want to migrate all records from the chosen entity, so you might want to export it to a file, edit the resulting file which is just XML, and then import to your target).
This is something that you can do with CRM 2011, CRM 2013, or CRM 2015 if you have a custom entity that is email enabled and then copy the email address from your core entity even if that email address is in a custom text field to it and relate it back via a lookup field. Doing that would require a plugin in Microsoft CRM 2011, but is possible to do with real-time workflows in Microsoft CRM 2013 and Microsoft CRM 2015. This method would allow you to have email addresses associated to the records and available for usage with the CRM workflows to send emails without needing to create an additional user or contact record. This is also handy if you are working with an entity like Incidents that is a core CRM entity and is not email enabled, yet you wish to be able to send emails related to that entity. You could use this method in conjunction with the steps ccellar provided.
I've got a blog post that goes through an example of this here: http://dynamicsuniversity.com/steps-to-send-emails-to-custom-email-address-text-field-from-a-workflow/
You can write custom workflow or you should go for plugin development.
You will get details for it on below blogs.
For custom-workflow
https://msdn.microsoft.com/en-us/library/gg334455.aspx
Blog:-
https://lakshmanindian.wordpress.com/2012/10/14/custom-workflow-activity-in-microsoft-dynamics-crm-2011/
more knowledge on your email sending requirement.
https://social.microsoft.com/Forums/en-US/375f5dad-0382-4112-ab0d-5b42ba235d96/crm-2011-workflow-sending-email-problem?forum=crmdevelopment