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Are you happy with the d365 CE email templates?

  • 1.  Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 14 days ago
    Edited by Rex Kenley Tan 14 days ago
    I come to discover that the email template system of d365 is rather, shall we say, "limited" I can't even add a simple picture in the email template body. You cannot format things like datetime.

    I want to start a project that would allow users to create more visually rich email templates. But I need to know first if this something that the community would want to have. If I get 100 likes to this post I will start the project.

    Also, if there are features that you want please chime in. If it's not too hard I will add it.

    Planned features:
    1.) Be able to add embedded pictures
    2.) Be able to format datetime and numbers


    Format Conversions



    Cheers!



    ------------------------------
    Rex Kenley Tan, MCSD: App Builder
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
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    Conference-CRMUG_200x200


  • 2.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 14 days ago
    Edited by Rex Kenley Tan 14 days ago
    Nobody wants a FREE component?

    ------------------------------
    Rex Kenley Tan, MCSD: App Builder
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 13 days ago
    Edited by Nelson Johnson 13 days ago
    Rex,
        I would love to work with you on this project. It is long overdue.

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    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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    Conference-CRMUG_200x200


  • 4.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 12 days ago
    I guess I'm still trying to understand the use case for the OOB email templates. Since we started with Dynamics, we've always had a marketing automation platform. So all email creation was done through there. And ClickDimensions has these quick templates so people can send pre-approved marketing ones one-off, one record at a time.

    Is there some value in using this feature if one already has something like this in place? We also now have Tellwise, which integrates with D365 to send off emails to people in a view.

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
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    Conference-CRMUG_200x200


  • 5.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 12 days ago
    @Rex Kenley Tan I'd love to use the product! I just got done trying to fix a broken image link in an email template (only took me 1.5 hours) :(
    So frustrating!     @Brooke Browne We have to CC/BCC our call center agents on the automated appt confirmation emails we send to our providers/patients.  I can't find a way to do that with Click. Do you know if it's possible? Thank you ​​

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    Tim Dailey
    Sr Marketing CRM Administrator
    Starkey Hearing Technologies
    The CRM Dude (freelance consultant)
    Eden Prairie MN
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    Conference-CRMUG_200x200


  • 6.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 12 days ago
    Ahh got it! I'll definitely keep tabs on your progress and see what the possibilities are with something like this. For now I don't think we will be using this feature any time soon.
    @Tim Dailey - I definitely don't have a similar need but I can imagine that would be hard to do with CD. I don't recall any way to CC/BCC someone, unless you got clever with Flow somehow.... ​

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
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    Conference-CRMUG_200x200


  • 7.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 12 days ago
    @Brooke Browne@Sean O Malley

    The use case is for crm users who want to do more with their email templates and don't have any 3rd party alternative.

    The need for this became apparent from this discussion, Email Template - Editing Inserted Values
    https://www.crmug.com/communities/community-home/digestviewer/viewthread?GroupId=1285&MessageKey=0227a635-7c3d-4a5a-b2d1-da5cc3af52a6

    So this project is for crm users like Sean, so he doesn't have to add fields just to have the correct display in his emails.

    Cheers!




    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    Conference-CRMUG_200x200


  • 8.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 7 days ago
    Edited by Rex Kenley Tan 7 days ago

    @Nelson Johnson @Tim Dailey @Brooke Browne @Sean O Malley @Andrew Butenko

    All

    Here is a prototype of the project. The screen shot show the email template editor, the email created (on the right) and the email content (bottom left).

    Nelson
    Once I finished, I will send you the link to the source code.


    Sean
    This would also have the feature where you can customize the display of date and number fields.

    ​​​​​

    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    Conference-CRMUG_200x200


  • 9.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 7 days ago
    Would also be very interested in this.
    It is pretty astonishing that the email template editor has never worked satisfactorily and the fact that it has not changed an iota since pre-v4.0 is also mind blowing.

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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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    Conference-CRMUG_200x200


  • 10.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 2 days ago
    Edited by Rex Kenley Tan 2 days ago
    This is a date test. So now instead of having to create a custom field to display date time data in the desired format, just set it in the template.



    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    Conference-CRMUG_200x200


  • 11.  RE: Are you happy with the d365 CE email templates?

    TOP CONTRIBUTOR
    Posted 11 hours ago
    Well it turns out that my original choice for the editor has issues with fonts and the documentation did not help. :(

    But I was able to find a replacement and it turns out to be better. It is the same editor that this website uses. :)



    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    Conference-CRMUG_200x200


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