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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Email templates

Customer experience | Sales, Customer Insights,...

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Email templates

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Posted on by MBreadynez

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Hi,

I wonder if someone knows the answer to this.

We have several worksflows going out to customers using email templates in CRM that are 100% standard looking - so just plan text and some links.

If I wanted a nicer template from Clickdimensions, could that be done easily?

Thanks in advance

Maria

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MikeC282 2,175 on at

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Hi,

I'm assuming you've got Clickdimensions installed on your current CRM environment and looking to use a template created by Clickdimensions in your workflow like how you would send a email template via a workflow. It is possible. You can read more on how to do this below:

support.clickdimensions.com/.../115001161654-Send-a-ClickDimensions-Email-via-a-CRM-Workflow

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