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Microsoft Dynamics CRM (Archived)

can I use templates within templates in CRM

Posted on by Microsoft Employee

Is there a way to use templates within templates? Consider this (I think common) scenario:

I need to send a standard response to a customer. This response needs to include my signature, of course, as well as some frequently changing information (for example an invitation to come to a trade show).

My ideal situation would be where I can respond with template, which then includes my signature template, plus perhaps a template for the "trade show invitation". That way I only need to change the trade show invitation once (for this and other responses), and it will be applied correctly.

Or do I have to do that "by hand" every time: First use the standard response template, then add the signature template, and lastly add the "invitation" template, of which I need 2 each (one for "contacts" and one for "leads").

Or is there an entirely better way of dealing with that?

Thanks.

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