Template Manager

The Template Manager is also accessible under the Settings tab. It enables you to set up the templates you will use for Service Contracts, Email and Knowledgebase articles. We'll go over Service Contracts and Knowledgebase articles in detail in Chapter 9, so for now let's dig into email templates. Email templates are preformatted emails that can be quickly sent to one or more recipients. Email templates have the ability to merge CRM data into the body of the email.

Setting up email templates is straightforward. When you select the New Email template button you will first be asked to select a type of template to create, as shown in Figure 5.25.

Figure 5.25. The types of email templates that can be created.

The types of templates ...

Get Special Edition Using® Microsoft® CRM now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.