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Create templates for email

Save time when creating multiple email messages by making email templates. Email templates contain prefilled data that you specify, so you don't have to reenter the same information for each article.

An email template is attached to an email activity after the activity is created. Typically, each type of email activity has its own email template type; for example, an email activity created from a case record would use a case email template. You can also create global templates that are available for any record type, or personal templates available only to you, or organizational templates available to anyone in your organization.

  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. In the Navigation Pane, click or tap Settings, click or tap Templates, and then click or tap Email Templates.

  3. On the Actions toolbar, click or tap New.

  4. In the Email Template Type dialog box, in the Template Type list, select the type, and then click or tap OK.


    Important

    If you choose a specific record type, such as lead or opportunity, the template is available only for that record type. This cannot be changed. To use the same content for another record type, create a new template.


  5. On the Email Templates form, enter a Title and Subject.

  6. You can type a description of the template. This is not displayed to the recipient.

  7. Type the text you want to send in this message. Use the Formatting toolbar to edit the text.


    Tip

    • Although you cannot insert images or HTML directly into Microsoft Dynamics CRM email messages or email templates, you can use the copy feature in Internet Explorer to copy an image from a website and paste it into the email message or email template. The image is available as long as the website is accessible.

    • To include a hyperlink in an email template, type the URL including the http://, for example, http://www.microsoft.com, and then press Enter. Do not include a period or comma or a space after the URL or the link will break. A link is automatically added to the URL and the text is underlined and changed to blue.

    • There is no spell check built into Microsoft Dynamics CRM. There might be third-party solutions available. For more information, visit Microsoft Dynamics CRM Solution Finder.

    • The Formatting toolbar has limited fonts and font sizes. However, you can copy and paste content from Microsoft Office Word. This allows you to take advantage of features such as spell checking and some advanced text formatting. To single-space a line of text, at the end of the line press Shift+Enter.


  8. To insert data fields to display information such as a customer's name or data from a quote, from a Microsoft Dynamics CRM record, click or tap Insert/Update, and then in the Data Field Values dialog box, click or tap Add.

  9. In the Add Data Value dialog box, select the Record type and Field, and then click or tap OK.

  10. Click or tap OK again to insert the data.

  11. To enter customers' first and last names, you'll need to repeat these three data-insertion steps; first and last names are separate data values.


    Tip

    Use the Default Text box to define what text is displayed if the record does not have data for the field.


  12. Click or tap Save or Save and Close.


Note

  • To change a shared template to a personal one or a personal template to a shared one, on the template form, on the Actions menu, click or tap Revert to Personal Template, or click or tap Make Template Available to Organization.

  • If you use an email template as a signature in another template, insert the signature template first. Otherwise, the Subject line will be overwritten.

  • 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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