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Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

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Templates

The Templates section under Settings allows you to define standard templates for knowledge-based articles, templates for e-mail messages, contract templates, and mail merge templates.

The Article Templates section allows you to create simplistic templates for knowledge-based articles through a wizard-based interface. You can create various sections within a template, and you have limited options to modify the text properties.

Note

An article template must be activated before it can be used to generate new knowledge-based articles.

The Email Templates area allows you to define specific dynamic templates to be used when e-mailing from the system. These templates can include dynamic data from related records as well as standard formatting supported ...

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