How to use email templates in CRM Dynamics 2011

How to use email templates in CRM Dynamics 2011

In this article i am explaining how you can use email templates in CRM 2011. For my scenario i have created three templates for SSG team.

  1. SSG Confidentiality Template
  2. SSG Feedback Questionnaire Template
  3. SSG Signature Email template (Student Welfare)

Step 1: Open any case where you want to add an email activity.

Click on activities and add a new activity for E-mail

How to use email templates in CRM Dynamics 2011
CRM CASE Email Template

Step 2: On New E-mail window click on insert template button. You can click either from ribbon menu or inside emails compose area under the subject text field.

How to use email templates in CRM Dynamics 2011
CRM CASE Email

Step 3: Select target template

When you will click insert template button, it will ask you to select the record for which you want to select a template to apply. You need to select regarding object case (whatever you case name will be.) and click ok button.

How to use email templates in CRM Dynamics 2011
Target Email Template

Step 4: Next window will ask you to select an email template from the following options to insert into this email. You can see SSG related template starting with SSG prefix under the section of global templates.

How to use email templates in CRM Dynamics 2011
Select Email Template

Select the desired email template and click ok. The template text will appear in email compose area.

Note: When you insert an email template it changes the email subject. You can change subject of email whatever you want.

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