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So I was given three email templates in the form off http://...html. I'm trying to figure out how to upload it into CRM. All the examples I see online are in the form of word documents or something along those lines. Thoughts on what the process I should take on this?
The standard Dynamics CRM Marketing module is not very good at html emails and TBH it wasn't designed to be used like that. It's more for simple text emails. If you want to use HTML emails then I recommend you take a look at click dimensions which gives you a full WYSIWYG and HTML email editor.
Hope this answers your question
The recommended approach for creating and formatting the e-mail templates is to do it within Microsoft Word and copy and paste the content from there. this way Word formatting will be “converted” and already “pasted” in html format. this is so you dont have to edit html in crm.
So create the template in Word (including line breaks/whitespaces for data fields), copy the text in its entirety into the editor and only add the data fields without adding any whitespaces or line breaks and provide us the Word files for a local repro.
Best Wishes, Raz
is this a quick campaign or a mail merge template?
Hi Nick/Raz - I really wouldn't recommend this approach as it can lead to poorly formatted html which will often look ugly in different browsers.
I'll see if this is something I can work with with my client.
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