Question Status

Suggested Answer
Shannon B asked a question on 23 Jul 2008 6:22 AM

Can anyone tell me how to put graphics into an email template.  I am trying to send out an email to all of my customers however I need to insert our logo and I just get a little red x.  Thank you

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Marc Winder responded on 23 Jul 2008 11:56 AM

You'll need to create the email with your images in Visual Studio or other HTML editor first, using your company logo, then cut and paste the rendered HTML output into the email template body in CRM. After you do this you can then add your data fields as normal but you have to do it this way to get the logo to display.

In addition make sure the logo you reference is in an location that the recipient can access, like a public
web sight, because this trick doesn't actually bundle the images up with the email...it simply references by its URL.

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George Ku responded on 29 Jul 2008 1:56 AM

I copy/paste html email from IE to CRM email editor. I can see pictures.

But after I send the email, pictures still gone...

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Stephen Beasley responded on 20 Sep 2008 10:55 AM

The image must be available through http, i.e http://www.yourdomain/imagefolder/yourimage.jpg .  Can you view your image using the above format? Only you (or internal members with security rights) can see the image if you are using a url like c:\imagefolder\yourimage.jpg . 

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NABC responded on 1 Oct 2008 5:41 PM

We are having the same issue and the image is available via a publically accessible website. When I go to insert the template is shows a red box around the image and if I click on it, it goes to the image out on the web.  I hit send in CRM and the end user get's the email but the images are not present.   Any advise?  Are we copy and pasting wrong?  Or is there some other trick?  I've even tried google images out there on the websites and cannot get it to work. 

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redware responded on 7 Oct 2008 7:45 AM

We have some information in our handbook. You need to have the images on a web server and then copy the html from internet explorer and paste into the email.

http://www.redware.com/mscrm/handbook/microsoft_crm_using_crm.html#_Toc193891979

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NABC responded on 7 Oct 2008 9:14 AM

Yep we've tried that step by step and it still doesn't work - we contacted Microsoft and they are aware of the problem and couldn't really offer a fix for it.  They - stated that images in emails was not supported.  I'm a bit flabergasted on how they look to compete when the basic items of sending out a newsletter and email blasts cannot be done out of the CRM. 

 If there are any other tips or tricks anyone has found that work please let me know I would appreciated.  Email image stuck here. 

 KR

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Greg1 responded on 7 Oct 2009 7:50 AM

I have built an email template in CRM,  and upon sending, the recipients receive the email template but it has lost the spacing and formatting. Any idea why this is happening? 

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Alistair Dickinson responded on 8 Oct 2009 2:44 AM

Hi All

This is an area that is not great in CRM as CRM is not really a great emial marketing tool, the best thing I can advise is take a look at a really good add-on called eCampaing which comes with a public image library and HTML tool along with tracking of email.

This tool plugs directly into Microsoft CRM and works are part of the solution, not 3rd party email send etc

Product link in here

http://www.mycrmgroup.com/extended/ecampaign.aspx

Cheers

Alistair

www.mycrmgroup.com Making Microsoft CRM work for Business
Reply
CRM Matt responded on 23 Feb 2010 2:55 PM

Hi All

 Make a HTML page, accessible on the internet, which includes all your imagery

When copying this from IE, highlight the image, don't right click on it, and copy

Then paste this into your template

This should make the pictures stay in when you send

Cheers

Matt

Reply
George Ku responded on 23 Feb 2010 3:16 PM

Aly

Hi All

This is an area that is not great in CRM as CRM is not really a great emial marketing tool, the best thing I can advise is take a look at a really good add-on called eCampaing which comes with a public image library and HTML tool along with tracking of email.

This tool plugs directly into Microsoft CRM and works are part of the solution, not 3rd party email send etc

Product link in here

http://www.mycrmgroup.com/extended/ecampaign.aspx

Cheers

Alistair

I see the website. I can't find where to download it and how to pay it?

It seems a plugin for your hosting CRM. not for our own CRM.

Reply
Thomas James responded on 8 Jul 2014 5:19 AM

would love to know if this ever got sorted - our email templates now showing in Times New Roman too! please help.

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Suggested Answer
S P responded on 8 Jul 2014 6:33 AM

Hi, it sounds like you are copying and pasting the image into the email template editor instead of using HTML. I would use an 'a href' HTML tag to reference the publically accessible image on your website.

Reply
Suggested Answer
Gayatri Shevde responded on 22 Nov 2014 4:55 PM

Hello,

You can also use mail merge functionality,

The following instructions to create Microsoft CRM mail merge template require you to have Microsoft CRM Outlook add-in installed on your outlook, and you need to open outlook while creating the template:

Go to Settings from Microsoft CRM home page.

Click Templates on the left navigation panel.

Click Mail Merge Templates on right content panel.

Click button New to create the new mail merge template.

Fill in the mail merge template details and leave the File Attachment fields empty.

Fill in mail merge template details

Figure: Fill in mail merge template details

Click the Save button to save your template.

After you save the template, click the button Create Template in Word to start creating the template content.

Create Mail Merge Template

Figure: Create Mail Merge Template

A Microsoft Word document will be open on your machine. You'll see a popup about Mail Merge Recipients, click Ok to proceed.

Follow on screen instructions on the right panel of the word document to create the template.

Mail Merge Template Document

Figure: Follow the instructions to create template content

At the last step of Mail Merge instructions in Microsoft Word, click Upload Template To CRM and click Yes on the popup window to save your template in CRM.

Save Mail Merge Template To CRM

Figure: Save Mail Merge Template To CRM

Do you know how to edit a mail merge template?

Go to Settings from Microsoft CRM home page.

Click Templates on the left navigation panel.

Click Mail Merge Templates on right content panel.

Double click the template that you want to edit.

On top of the template details window, click Edit Template in Word.

A word document will be open like when you create the template, from there you can follow on screen instructions to edit the template content.

At the last step of the Mail Merge instructions, click Upload Template To CRM and click Yes on the popup window, to save the template in the current template record that you open in Microsoft CRM.

Save Mail Merge Template To CRM

Figure: Save Mail Merge Template To CRM

Do you know how to insert CRM data field in your template?

While editing your mail merge template in Microsoft Word, you can add CRM data field in the template. For example, I can add the contacts' first name in my mail merge templat

While you're editing your mail merge template in Microsoft Word, click the Mailings tab.

Mailings tab in the mail merge template

Figure: Click the Mailings tab

Click Insert Merge Field on the Ribbon.

Select the field from Microsoft CRM that you want to insert, in this case I'm inserting contact's first name.

Insert contact's first name in mail merge template

Figure: Insert contact's first name in mail merge template

Finish your editing your template and upload the template to CRM.

Do you know how to send email using Microsoft CRM mail merge template?

You can use mail merge template, to send email to account, contact... Each mail merge template is associated to an entity, and you can only use the mail merge template that associated to the entity you're sending email to. In the following instructions, I'm sending email to the contact entity:

From Microsoft CRM homepage, click Contacts to view the list of contacts.

Search for the contact that you want to send email to.

Highlight the contact that you want to send email to, and click the mail merge button.

Mail Merge Button

Figure: Mail merge button

At Select the mail merge type, select Email.

At Start with a, select either personal mail merge template (this is your own template), or the organization template (this is the template that is used by the whole organizaion).

At Merge, check Selected records on current page check box.

Click Ok

Mail Merge details

Figure: Fill in the mail merge details

A Microsoft Word document is open, and the Mail Merge Recipients window is pop-up with the list of contacts that you're sending email to.

Mail Merge Recipients

Figure: Mail Merge Recipients

Attention

If you don't see a contact in the recipient list, that means your contact either has Do Not Emails or Do Not Bulk Emails field set to be Do Not Allow

Follow the on screen instructions in Microsoft Word and edit the content of the email that you want to send.

At the last step of the mail merge instructions in Microsoft Word, click Electronic Mail and fill in the subject line for your email.

Fill in subject line for email

Figure: Fill in subject line for email

Click Ok to proceed to next step.

Now because we're using CRM outlook, CRM mail merge will give you an option to create the activities that associated to this email. Check Create Microsoft Dynamic CRM Activities radio button, and uncheck the Include an ubsubcribe link in the email message to create the activities.

Create activies for emails sending out using mail merge

Figure: Create activies for emails sending out using mail merge

Click Ok to send emails using your outlook.

Reply
Suggested Answer
S P responded on 8 Jul 2014 6:33 AM

Hi, it sounds like you are copying and pasting the image into the email template editor instead of using HTML. I would use an 'a href' HTML tag to reference the publically accessible image on your website.

Reply
Suggested Answer
Gayatri Shevde responded on 22 Nov 2014 4:55 PM

Hello,

You can also use mail merge functionality,

The following instructions to create Microsoft CRM mail merge template require you to have Microsoft CRM Outlook add-in installed on your outlook, and you need to open outlook while creating the template:

Go to Settings from Microsoft CRM home page.

Click Templates on the left navigation panel.

Click Mail Merge Templates on right content panel.

Click button New to create the new mail merge template.

Fill in the mail merge template details and leave the File Attachment fields empty.

Fill in mail merge template details

Figure: Fill in mail merge template details

Click the Save button to save your template.

After you save the template, click the button Create Template in Word to start creating the template content.

Create Mail Merge Template

Figure: Create Mail Merge Template

A Microsoft Word document will be open on your machine. You'll see a popup about Mail Merge Recipients, click Ok to proceed.

Follow on screen instructions on the right panel of the word document to create the template.

Mail Merge Template Document

Figure: Follow the instructions to create template content

At the last step of Mail Merge instructions in Microsoft Word, click Upload Template To CRM and click Yes on the popup window to save your template in CRM.

Save Mail Merge Template To CRM

Figure: Save Mail Merge Template To CRM

Do you know how to edit a mail merge template?

Go to Settings from Microsoft CRM home page.

Click Templates on the left navigation panel.

Click Mail Merge Templates on right content panel.

Double click the template that you want to edit.

On top of the template details window, click Edit Template in Word.

A word document will be open like when you create the template, from there you can follow on screen instructions to edit the template content.

At the last step of the Mail Merge instructions, click Upload Template To CRM and click Yes on the popup window, to save the template in the current template record that you open in Microsoft CRM.

Save Mail Merge Template To CRM

Figure: Save Mail Merge Template To CRM

Do you know how to insert CRM data field in your template?

While editing your mail merge template in Microsoft Word, you can add CRM data field in the template. For example, I can add the contacts' first name in my mail merge templat

While you're editing your mail merge template in Microsoft Word, click the Mailings tab.

Mailings tab in the mail merge template

Figure: Click the Mailings tab

Click Insert Merge Field on the Ribbon.

Select the field from Microsoft CRM that you want to insert, in this case I'm inserting contact's first name.

Insert contact's first name in mail merge template

Figure: Insert contact's first name in mail merge template

Finish your editing your template and upload the template to CRM.

Do you know how to send email using Microsoft CRM mail merge template?

You can use mail merge template, to send email to account, contact... Each mail merge template is associated to an entity, and you can only use the mail merge template that associated to the entity you're sending email to. In the following instructions, I'm sending email to the contact entity:

From Microsoft CRM homepage, click Contacts to view the list of contacts.

Search for the contact that you want to send email to.

Highlight the contact that you want to send email to, and click the mail merge button.

Mail Merge Button

Figure: Mail merge button

At Select the mail merge type, select Email.

At Start with a, select either personal mail merge template (this is your own template), or the organization template (this is the template that is used by the whole organizaion).

At Merge, check Selected records on current page check box.

Click Ok

Mail Merge details

Figure: Fill in the mail merge details

A Microsoft Word document is open, and the Mail Merge Recipients window is pop-up with the list of contacts that you're sending email to.

Mail Merge Recipients

Figure: Mail Merge Recipients

Attention

If you don't see a contact in the recipient list, that means your contact either has Do Not Emails or Do Not Bulk Emails field set to be Do Not Allow

Follow the on screen instructions in Microsoft Word and edit the content of the email that you want to send.

At the last step of the mail merge instructions in Microsoft Word, click Electronic Mail and fill in the subject line for your email.

Fill in subject line for email

Figure: Fill in subject line for email

Click Ok to proceed to next step.

Now because we're using CRM outlook, CRM mail merge will give you an option to create the activities that associated to this email. Check Create Microsoft Dynamic CRM Activities radio button, and uncheck the Include an ubsubcribe link in the email message to create the activities.

Create activies for emails sending out using mail merge

Figure: Create activies for emails sending out using mail merge

Click Ok to send emails using your outlook.

Reply