E-Mail Templates

From Accelerator

The "Email Templates" dialog will allow users to search for email templates stored in CRM and download (and optionally merge) the templates and attachments into the email.

This appears in the email compose window.

Mailtemplate3.jpg

This opens a dialog for you to choose a record. If you have the taskpane open this provides a context for merges and so reconciles the data with the template.

Mailtemplate1.jpg

You can preview the email template also

Mailtemplate2.jpg

Clicking the item in the list or USE in the preview will insert the template into the Compose window and close the dialog.