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Microsoft Dynamics CRM (Archived)

email templates

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Posted on by 195

I created a personal template to use when sending contacts an email.

I'm not given an option of which template to use when I click send email from the contact record.

 

What's the trick?

 

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I have the same question (0)
  • alf Profile Picture
    17,915 on at

    Hi Ellen,

    If you open a contact, click on the send email button, then have the new email window open.  In there there is a button 'insert template' in the middle toolbar.

  • Ellen Bothe Profile Picture
    195 on at

    Hi Alex,

     I found it,,,

    thank you for your assistance.

    Ellen

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