Customer Engagement & Dynamics CRM Forum

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.
------------------------------

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.
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

Rex,
    I would love to work with you on this project. It is long overdue.

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

Original Message:
Sent: Oct 31, 2019 08:13 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

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.

------------------------------
Brooke Browne
Marketing Director
Smartbridge
Houston TX
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

@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 ​​

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

Original Message:
Sent: Nov 01, 2019 10:27 AM
From: Brooke Browne
Subject: Are you happy with the d365 CE email templates?

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.

------------------------------
Brooke Browne
Marketing Director
Smartbridge
Houston TX

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

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.... ​

------------------------------
Brooke Browne
Marketing Director
Smartbridge
Houston TX
------------------------------

Original Message:
Sent: Nov 01, 2019 11:09 AM
From: Tim Dailey
Subject: Are you happy with the d365 CE email templates?

@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 ​​

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

Original Message:
Sent: Nov 01, 2019 10:27 AM
From: Brooke Browne
Subject: Are you happy with the d365 CE email templates?

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.

------------------------------
Brooke Browne
Marketing Director
Smartbridge
Houston TX

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

@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.
------------------------------

Original Message:
Sent: Nov 01, 2019 10:27 AM
From: Brooke Browne
Subject: Are you happy with the d365 CE email templates?

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.

------------------------------
Brooke Browne
Marketing Director
Smartbridge
Houston TX

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

@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.
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------​

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.

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

Original Message:
Sent: Nov 06, 2019 09:37 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

@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.

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------​

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.
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

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.
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

Hi Rex,

We're shortly started  a project in which we would like to send automated emails to clients. Because we don't have a marketing automation tool and the emails have to be 'presentable' we also run into the limited functionality of the email-template drawing tool.
On some fora we found a workaround: design the email into another tool and copy the html into the email-template. We run a few tests and indeed, its possible to get some main needs in your mail (like pics, links, coloured text..). But we haven't reached the end of the project so who knows, what will come up next..
But directly edit the email-template in Dynamics, is for me the prefered way to go. So I will following your 'experiment' to.

------------------------------
Wim Krings
DevOps Engineer Dynamics 365
Apg
Heerlen
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

All

The alpha build is complete. You can get the source code from https://github.com/rexkenley/d365EmailTemplate

If there are any issues or questions, please fill out the issue ticket on github. Thanks!

@Wim Krings @Donal McCarthy @Brooke Browne @Tim Dailey @Nelson Johnson @Sean O Malley @Andrew Butenko
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.
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------​​​​​​​​​

@Rex Kenley Tan awesome!! Thank you!  I am going to test this out! ​​

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

Original Message:
Sent: Nov 15, 2019 10:50 PM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

All

The alpha build is complete. You can get the source code from https://github.com/rexkenley/d365EmailTemplate

If there are any issues or questions, please fill out the issue ticket on github. Thanks!

@Wim Krings @Donal McCarthy @Brooke Browne @Tim Dailey @Nelson Johnson @Sean O Malley @Andrew Butenko

------------------------------

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.

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------​​​​​​​​​

YES!
Why are we this many years into the product and email templates are still so weak?
Are third-party marketing email providers paying Microsoft to not develop something? ;-)
Anyway, I would love the ability to embed images in emails and get some simple font formatting.
Thank you!

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

@Allison Briden​

Here is an example.


------------------------------
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.
------------------------------

Original Message:
Sent: Nov 18, 2019 11:54 AM
From: Allison Briden
Subject: Are you happy with the d365 CE email templates?

YES!
Why are we this many years into the product and email templates are still so weak?
Are third-party marketing email providers paying Microsoft to not develop something? ;-)
Anyway, I would love the ability to embed images in emails and get some simple font formatting.
Thank you!

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

All

I made a small update to support the v8 systems. The code will auto detect if it's v8 or v9 and make the appropriate calls.

Thanks!

------------------------------
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.
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

Great Work Rex. Many thanks!!

------------------------------
Sunil Raheja
Aha Apps
Glen Allen VA
https://www.ahaapps.com/microsoft-dynamics-crm/
------------------------------

Original Message:
Sent: Nov 18, 2019 09:08 PM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

All

I made a small update to support the v8 systems. The code will auto detect if it's v8 or v9 and make the appropriate calls.

Thanks!

------------------------------
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.

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

Hi Rex

Great initiative!  Have you considered building this also as a PCF control?

Cheers
Nick

------------------------------
Nick Doelman
Microsoft MVP
Dynamics 365 Specialist
Nick Doelman Co.
ottawa ON
------------------------------

Original Message:
Sent: Nov 18, 2019 09:08 PM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

All

I made a small update to support the v8 systems. The code will auto detect if it's v8 or v9 and make the appropriate calls.

Thanks!

------------------------------
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.

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

@Nick Doelman ​

Should be an easy to port to PCF. The react pcf framework is still in public release, but is stable enough.

How do you imagine this would work? My original design was a pop up window launched from the a ribbon bar button. Are you thinking of a button control that would pop up a dialog window inside the email form?


------------------------------
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.
------------------------------

Original Message:
Sent: Nov 19, 2019 12:01 PM
From: Nick Doelman
Subject: Are you happy with the d365 CE email templates?

Hi Rex

Great initiative!  Have you considered building this also as a PCF control?

Cheers
Nick

------------------------------
Nick Doelman
Microsoft MVP
Dynamics 365 Specialist
Nick Doelman Co.
ottawa ON

Original Message:
Sent: Nov 18, 2019 09:08 PM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

All

I made a small update to support the v8 systems. The code will auto detect if it's v8 or v9 and make the appropriate calls.

Thanks!

------------------------------
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.

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

Thanks for the V8 system support! :)

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
------------------------------

Original Message:
Sent: Nov 18, 2019 09:08 PM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

All

I made a small update to support the v8 systems. The code will auto detect if it's v8 or v9 and make the appropriate calls.

Thanks!

------------------------------
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.

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

If sounds like you got some great advice on how to resolve your immediate Email template formatting issues.  But if you continue to have more complex email and document template requirements that require you to pull data buried deeper in Dynamics 365, check out our DocumentsCorePack add-on solution for Dynamics 365.  If you want to check it out, you can download a free trial from the MS AppSource store or through our mscrm-addons.com website.   Or if you would prefer to see a live overview, let me know and I can show it to you this week.

------------------------------
Patrick O'Donnell | VP - Business Development, the Americas
mscrm-addons.com
Patrick.ODonnell@mscrm-addons.com
Atlanta GA
770 781 8260 Cell
------------------------------

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------

That does sound like an "intriguing" feature, being able to use a customized dataset (based on OData or FetchXml) with a template that process through it like looping through detailed sub records.

Something for me to chew on.

------------------------------
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.
------------------------------

Original Message:
Sent: Nov 19, 2019 12:45 PM
From: Patrick O'Donnell
Subject: Are you happy with the d365 CE email templates?

If sounds like you got some great advice on how to resolve your immediate Email template formatting issues.  But if you continue to have more complex email and document template requirements that require you to pull data buried deeper in Dynamics 365, check out our DocumentsCorePack add-on solution for Dynamics 365.  If you want to check it out, you can download a free trial from the MS AppSource store or through our mscrm-addons.com website.   Or if you would prefer to see a live overview, let me know and I can show it to you this week.

------------------------------
Patrick O'Donnell | VP - Business Development, the Americas
mscrm-addons.com
Patrick.ODonnell@mscrm-addons.com
Atlanta GA
770 781 8260 Cell

Original Message:
Sent: Oct 30, 2019 08:46 AM
From: Rex Kenley Tan
Subject: Are you happy with the d365 CE email templates?

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.
------------------------------