Email Template - Ability to do a Copy or Save As...

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I'm using workflows and templates to send email alerts to various groups for various situations. The initial body of these emails is the exact same for many of these templates - e.g. an account info summary with account data merged in. I'd like to be able to do a 'Copy' or 'Save As...' on a template as opposed to having to recreate the same template each time, similar to managing views and dashboards. I can copy and paste but having to specify the account data each time becomes tedious.

I'm hoping I'm just missing something...

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Bruno Lucas 5,421 on at

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Hi,

You can't copy\save-as normal mail templates like this:

crmbook.powerobjects.com/.../email-templates-and-mail-merge

that would require something like a custom workflow

you can modify "mail merge" :

blog.customereffective.com/.../modifying-quote-templates-in-crm-2011.html

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Thanks Bruno, I had reviewed the mail merge option, but I can't see how to run the mail merge from the workflow on the object. When adding a 'Send Email' step to the workflow I only have 'Create New Message' or 'Use Template' options, nothing that would lead me to a mail merge.

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Bruno Lucas 5,421 on at

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Hi

yes. to use with workflows would require a add-on like this:

www.mscrm-addons.com/.../Default.aspx

look like you will need either code customization or an add-on

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If what you're looking for is simply the ability to clone / copy an existing email template you can download CRM Snapshot www.cobalt.net/dynamics-crm-snapshot. Once the solution is installed create a new manual workflow process based on the Email Template entity and add the Clone step and publish. Then from the Email Template you want to copy select the ellipses and Run Workflow. It'll take a minute for the workflow to finish the first time you use it but it will create a copy of the template with " - Copy" appended to the name. May not save you from re-entering the specific information you need in the template body / title but it will copy all of the merge fields and save some steps in creating the template. Hope this helps. Note: Solution is 2013 / 2015 / Online compatible no 2011 support currently.

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