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Tuesday, 10 June 2014 00:00

Email Templates in Microsoft Dynamics CRM

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One of the powerful marketing tools on Microsoft Dynamics CRM is an Email Template which will allow your sales team to mass email groups of contacts.

To create Email Templated within CRM, navigate to the Settings Tab, then Templates under the Business section. Select the Email Template button.

Note: The Outlook Client & Web Client will both look slightly different. However, both have the same options, so users should be comfortable using both.

CRM templates

CRM will then ask the user for a Template Type.  This will restrict the template to certain groupings of data from within CRM.  For example, if one selects a Template Type of ‘Contact’, CRM will restrict the template data to CRM contacts.

At this point, users will be presented a standard email window.  Fields denoted with a red asterisk are mandatory.  In this window, one can manually type out an email, just like a regular email.  To insert dynamic fields into the template, such as the contact’s name, select Insert / Update.  This will insert a yellow highlighted field into the template, linked to the original Record Type (i.e. User, Contact, Account, etc).  Users can even copy & paste images into this email.

Adam MacIntosh is the Manager of Client Services with WebSan Solutions Inc, a Microsoft Dynamics Partner firm.

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