Today we are excited to announce the release of Token Engine! Token Engine is a C# library that allows developers to replace tokens in text by using attributes from CRM records or constant data. This is similar to how native email templates work in CRM but for custom code.
There are several advantages to using this library. It can be used to help generate custom email messages, word documents, or any other text that needs to contain dynamic content from records in CRM. Token Engine can also easily resolve related attributes. For example, you could display the name of a contact’s parent customer or even related attributes from the parent customer itself.
Along with resolving tokens using CRM data, Token Engine can also resolve constant tokens. For example, you could setup a token in your content called “currentdate” and replace it with the current date time or even replace tokens with calculated data.
With a few lines of code, you can turn this:
[$currentdate$]
[$contact.fullname$]
[$contact.address1_line1$]
[$contact.address1_city$], [$contact.address1_stateorprovince$] [$contact.address1_postalcode$]Dear [$contact.fullname$]
Thank you for your interest in [$product.name$].
…
Sincerely,
[$systemuser.fullname$]
Into:
January 31st, 2013
John Smith
555 Main Street
Chicago, IL 60661Dear John Smith
Thank you for your interest in Amazing Widgets.
…
Sincerely,
Blake Scarlavai
If constant tokens and CRM based tokens aren't enough for you, then the Token Engine base logic can be extended using custom code to dictate how your custom tokens should be formed as well as the logic to resolve them.
Grab your copy of Token Engine here, compliments of Sonoma Partners!
Note: Token Engine only supports CRM 2011 and CRM Online. It does not support CRM 4.0.