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Create templates for articles

Article templates help you create new articles for your organization's knowledge base library. You can also create templates with boilerplate text to help article writers use consistent language and messaging.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Go to Settings > Service Management. (How do I get there?)

  3. Click or tap Article Templates.

  4. To create a new article template, choose New.

  5. In the Article Template Properties dialog box, type the new article title, select the language, and then click OK.

  6. To add a section, in the Common Tasks area, choose Add a Section, and specify the following:

    1. In the Title box, type a title.

    2. In the Instructions box, type a description of the information that users should provide in this section when they use this template.

    When a user creates a new article with this template, these instructions appear in the body text for this section, and disappear when the user starts typing.

  7. To reposition a section from the template, select the section you want to reposition, and in the Common Tasks area, click the green arrows to move the section to the position you want.

    When you select a section, its border turns green and the border lines become solid.

  8. To remove the section, select the section you want to remove, and in the Common Tasks area, click Remove a Section.

  9. To edit a section, select the section you want to edit, and in the Common Tasks area, click Section Properties. Edit the title and description.

  10. To format the text, font, and color of the article title, headings, and body text of each section, use the tools on the Modify toolbar.

  11. When you're done, choose Save or Save and close.

    After you save the template, it is immediately available for use. If the template is not complete and you want to finish it later, you can save the template, deactivate it (make it ready-only), and then complete it later. When the template is complete, you can reactivate it.


Note

If you need to back up your templates, or export them for use in a different implementation of Microsoft Dynamics CRM, you can export them as part of exporting customizations. More information: Export your customizations as a solution.


Applies To

CRM Online

CRM 2015 on-prem

CRM 2013 on-prem

 
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