{"id":27105152,"url":"https://github.com/xrm-oss/xrm-html-templating","last_synced_at":"2025-08-26T22:19:53.526Z","repository":{"id":41806317,"uuid":"146219261","full_name":"XRM-OSS/Xrm-Html-Templating","owner":"XRM-OSS","description":"Custom XRM HTML Template 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Xrm Html Templating\nWelcome, this is a project for allowing to create and edit HTML templates in Dynamics 365 CE / CRM in a user friendly manner.\nThese templates can be used for creating emails, creating knowledgearticles, or any other entity that has HTML based content.\n\n# Supported Versions\nAll CRM versions \u003e= 8.0 (2016)\n\n# Requirements\nYou need to have XTL installed before installing this solution, as it is used for providing placeholders inside your emails and for copying the template HTML to your emails on creation.\nYou can get XTL for free [here](https://github.com/DigitalFlow/Xrm-Templating-Language).\n\n# Installation\nInstall the managed solution from the [releases page](https://github.com/DigitalFlow/Xrm-Html-Templating/releases) of this repository and open it for creating and edition your templates.\n\n# Embedding\nPer default you can use the editor in the solution configuration page and on the form of the HTML Template entity.\nFor adding it to other forms, configure the data parameter for the webresource to pass a json which states the name of the html field and of the json field of your entity (both required) as follows:\n`{ \"jsonField\": \"Enter_FieldName\", \"htmlField\": \"Enter_FieldName\" }`\n\n# Usage\nThe solution contains two default fields on the email entity, which allow to define a HTML Template that should be applied to your email.\nYou can either select the template that you want to apply by using the oss_htmltemplate lookup, or you can enter the unique name of the template which you want to use inside the oss_htmltemplateuniquename field.\n\nOn creation of your mail, or on update of any of those two fields, the selected template will be applied and the placeholders will be processed.\nYou can use any XTL expression inside the templates using the usual ${{...}} syntax.\nMore details on this can be found in the [XTL ReadMe](https://github.com/DigitalFlow/Xrm-Templating-Language/blob/master/README.md)\n\nA good advice is to build snippets using the MergeTag feature. You can create hierarchical predefined expressions using the XTL Snippet entity.\nInside the HTML editor, all XTL Snippets that you defined are shown and can be inserted in your template.\nThat way you can write XTL expressions just once and use them everywhere. A nice bonus is that you can update these XTL snippets and all templates will just use the new values on the next execution.\n\n![image](https://user-images.githubusercontent.com/4287938/90307312-0dd9cf80-ded5-11ea-838c-e272f8a680ba.png)\n\n# Impressions\n![image](https://user-images.githubusercontent.com/4287938/47609785-d969fa80-da45-11e8-8ad5-50f99440c069.png)\n\n## License\nLicensed using the MIT license, enjoy!\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fxrm-oss%2Fxrm-html-templating","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fxrm-oss%2Fxrm-html-templating","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fxrm-oss%2Fxrm-html-templating/lists"}