Example: Create a contact salutation template

Contact Salutation Example

In this example I'm going to show you how to use XTL for easily generating a salutation for all of your contacts.

Install XTL Solution

Download the latest XTL salutation from the release page and install it to your organization. Currently the release solutions only target CRM v9, but the code supports CRM v8 as well. I'll just need an CRM v8 organization for creating the appropriate solution, this will be done soon.

Open the solution

Open the solution and go to the configuration page.

Select "Manage SDK Steps"

Click on "Create New" and select contact as entity and create as message.

Enter the following information

Target Field: salutation Execution Criteria: IsEqual ( Value ("oss_languageid.oss_isocode"), "de-DE" ) Template: ${{If ( IsEqual ( Value ( "gendercode" ), 1 ), "Sehr geehrter Herr ", "Sehr geehrte Frau ")}} ${{Value("lastname")}}

Select a test record

Click "Entity" and select contact. Afterwards click "Select Target" and select a contact for testing. Click on preview and inspect the results.

Save the step

Save the step by clicking "Update SDK Step". The logic is now functional in your system. Try creating a contact, the salutation will be generated. You should create an identical step for the update message of contacts and select first name, last name, gender code and language as trigger fields.