Templates facilitate the management of predefined Articles, Contracts, Emails, and Word mail merges. Email templates can be built to dynamically include context-sensitive information such as senders or receivers.

Templates are found as part of the main top navigation bar, as shown in Figure 12.22.


FIGURE 12.22 Templates tile.

Under the Templates tile, you’ll find four template categories:

Image Article Templates

Image Contract Templates

Email Templates ...

Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.