welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Send Email using a Plugin in Dynamics 365

By Ishaan Sheikh on 12/28/2020

In this blog, I will show you how to send email using a plugin in Dynamics 365 using C#.

For this example, let us suppose we need to send an email to the new contact that has been created. 

First, create a new class library project in Visual Studio, as shown in the image below.

Now create a class named SendEmail.cs and add the following references to your project using NuGet and then add it to the top of the class.

using Microsoft.Crm.Sdk.Messages;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Query;

Now add the following code in the file.

namespace SendEmailPlugin

{

    public class SendEmail : IPlugin

    {

        public void Execute(IServiceProvider serviceProvider)

        {

            // Step - 1

            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

            IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

            IOrganizationService Service = serviceFactory.CreateOrganizationService(context.UserId);

 

            try

            {

                if(context.InputParameters.Contains("Target") && context.InputParameters is Entity)

                {

                    // Obtain the target entity from the input parmameters.

                    Entity entity = (Entity)context.InputParameters;

 

                    if (entity.Attributes.Contains("emailaddress1") && entity.Attributes.ToString() != "")

                    {

                        // Step - 2

                        // Creating the 'From' activity party for the email

                        Entity fromParty = new Entity("activityparty");

                        fromParty = new EntityReference("systemuser", context.UserId);

                        Entity toParty = new Entity("activityparty");

                        toParty = new EntityReference("contact", entity.Id);

                      

 

                        // Step - 3

                        Entity email = new Entity("email");

                        email = new Entity[] { fromParty };

                        email = new Entity[] { toParty };

                        email = "Welcome to Contoso Inc.";

                        email = "<p>You have been added as a Contact. You are now eligible to redeem our special offers.</p>"; // You can write html emails

                        email = new EntityReference("contact", entity.Id);

                        email = true;

                        Guid emailGuid = Service.Create(email);

 

 

                        // Step - 4

                        SendEmailRequest sendEmailRequest = new SendEmailRequest

                        {

                            EmailId = emailGuid,

                            TrackingToken = "",

                            IssueSend = true

                        };

                        SendEmailResponse sendEmailresp = (SendEmailResponse)Service.Execute(sendEmailRequest);

                        tracingService.Trace("Email Sent");                    }

                }

 

            }

            catch(Exception ex)

            {

                throw new InvalidPluginExecutionException("An error occured while running plugin.", ex);

            }

        }

    }

}


Below is the explanation of the above code -

Step 1:

Firstly, we will extract the context and other important variables from the PluginContext.

Step 2:

In this step we are setting to and from attributes for the email. The to and from attributes are basically the instance of ActivityParty entity in CRM, in which we have to set the partyid attribute which is of type EntityReference. In this example we are setting the fromParty to the user who has called the plugin.

Step 3:

In this step we are creating a record in email entity. In the description attribute you can also add html. The create method returns the GUID of newly created record which we will use to create a send email request.

 

Step 4:

Using step 3 we are creating an email, but it will not send it. To send an email we have to create a SendEmailRequest using the CRM’s inbuilt class which takes email GUID as a parameter. We are using Execute method to execute the request.

Add this plugin on create of Contact entity and if all goes well, you can see the newly created email using advanced find tool in CRM.

If your email settings are correctly configured in the CRM, it will send the email to the user and set the Status Reason to Sent.

.Net
Dynamics CRM
C#
Dynamics 365
Plugin
send-email
Blog Calendar
Blog Calendar List
2021 Sep  2  2
2021 Aug  4  4
2021 Jul  7  4
2021 Jun  40  6
2021 May  12  2
2021 Apr  25  3
2021 Mar  30  5
2021 Feb  59  7
2021 Jan  122  9
2020 Dec  58  7
2020 Sep  37  3
2020 Aug  104  3
2020 Jul  66  1
2020 Jun  28  3
2020 Apr  15  3
2020 Mar  11  2
2020 Feb  23  5
2020 Jan  23  7
2019 Dec  15  4
2019 Nov  12  1
2019 Jan  33  3
2018 Dec  36  4
2018 Nov  66  3
2018 Oct  12  3
2018 Sep  440  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  58  2
2017 Sep  564  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  54  2
2017 May  21  1
2017 Apr  33  2
2017 Mar  120  4
2017 Feb  476  4
2016 Dec  185  3
2016 Nov  444  8
2016 Oct  255  10
2016 Sep  366  6
2016 Aug  39  1
2016 Jun  1794  6
2016 May  104  3
2016 Jan  71  2
2015 Dec  392  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1397  6
2015 Aug  13  1
2015 Jul  127  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  28  3
2015 Mar  78  3
2015 Jan  5281  4
2014 Dec  17  1
2014 Nov  2231  4
2014 Oct  64  1
2014 Sep  106  2
2014 Aug  4844  1
2014 Jul  46  2
2014 Apr  2491  12
2014 Mar  294  19
2014 Feb  240  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  660  2
2013 Oct  252  3
2013 Sep  11  1
2013 Aug  38  3
2013 Jul  209  1
2013 Apr  50  6
2013 Mar  1953  10
2013 Feb  312  4
2013 Jan  273  2
2012 Nov  39  2
2012 Oct  464  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote