
Creating a direct e-mail template
May 2, 2010E-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 |
- Click Settings on the Navigation Pane, and then click Templates.
- Click E-mail Templates.
- Click the New button on the Actions toolbar.
- Select your template type (usually Contact or Account) and click OK.
- 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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