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Creating a direct e-mail template

May 2, 2010

E-mail templates are really useful if you want to send the same e-mail to a bunch of recipients.  E-mail templates can be set up and sent out directly in Microsoft Dynamics CRM.

Step-by-Step Instructions

  1. Click Settings on the Navigation Pane, and then click Templates.
  2. Click E-mail Templates.
  3. Click the New button on the Actions toolbar.
  4. Select your template type (usually Contact or Account) and click OK.
  5. Configure your template and click Save and Close.

Tips & Tricks

  • Click the Insert/Update button to insert field placeholders into an e-  mail template.
  • See the next page for instructions on what to do with e-mail templates once you have created them.
  • For a better e-mail system, check out CoreMotives.  More information is available at http://www.coremotives.com.

 

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