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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Managing Templates

Templates can be individual, shared, or available for everyone in an organization. In this section, you’ll open up an existing template and look at some of the options for sharing and managing it. When you create a template, you are the owner of it by default. The new template is individual, available under My Active views, and not seen by others within the company.

By the Way: Deleting Templates

You can delete or deactivate templates if they are no longer of use.

What if you create a template that everyone in the office will benefit from? You have the option of making this new template available to your entire organization. Or you can select to assign the template to only one other Microsoft Dynamics CRM user in your organization. ...

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