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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Copying and Pasting in...
Microsoft Dynamics CRM (Archived)

Copying and Pasting into MS Dynamics Online CRM

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Posted on by Community Member

Evening guys,

Just wanted to know if anyone is having the same problem as us. We're a large organisation that are in the early days of transitioning from SAP to MS Dynamics CRM. Very recently just deployed to PROD and Users are having problems copying and pasting from a Word Document into an Email Form within Dynamics Online. The paste function causes formatting issues by adding loads of spaces between paragraphs and it's terrible from a usability perspective.

Does anyone have experience dealing with a similar issue?

The reason our users can't draft emails from within Dynamics is because they use numerous Email Templates which are housed within a template library on a SharePoint site. I'm hoping we can find a quick workaround to resolve the copy/paste issue whilst devs finish working on some other critical bits.

Any advice would be much appreciated!

Kind regards

Arif

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    I would suggest looking at migrating the email templates to CRM, if you can.  CRM supports Word-based email templates.  Even better, you can have the templates pull CRM data, like Account and Contact names.  Works better than trying to do one from a SharePoint site, as you see.

    Alternately, don't use CRM for mail directly, but use the Server Sync and Outlook Plugins to track mail sent from Outlook instead.  Then you don't have to do anything with the mail formatting inside of CRM.

  • Community Member Profile Picture
    Community Member on at

    The email template we currently have built within CRM is the top and tail which includes CRM data like Case Ref #, Contact Name, Agent signature etc but we've left a space in the middle for the main body of the email. When pasting within that body from MS Word is when we have the issue with formatting.

    Our users very rarely use a single template to respond to a customer, they often merge multiple templates into one response, compile within Word and paste into CRM with a personalised touch...as you can imagine, it's not the best method but as a very large transport organisation, enquiry types are very broad and a template rarely answers someone's question adequately.

  • Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    Then your best bet is to not do it directly in CRM, you're never going to get the formatting perfect, especially if your Word templates are heavily formatted to begin with.  Maybe move their work over to Outlook and use the CRM Plugin to pull the CRM data they need.  You can still use your CRM templates there, but then you get Outlook's more mature mail formatting.

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