CRM Email Templates

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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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  • 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.

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

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

  • 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 . 

  • 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. 

  • 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

  • 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

  • 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? 

  • 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
  • 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

  • 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.

  • Hi,

    Here's a short blog we wrote on that:

    http://www.powerobjects.com/blog/2009/10/05/crm-4-email-templates-%E2%80%93-adding-graphics-images-and-formatting/

    Alex Fagundes - www.PowerObjects.com
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