web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Working with templates...
Microsoft Dynamics CRM (Archived)

Working with templates which have attachments - e-mail has to be saved first BUT...

(0) ShareShare
ReportReport
Posted on by Andreas2 575

Hello,

I want to send an email to a contact by using a template. So I go to the contact, add an email, select the contact again and then insert the e-mail template.

However, when this templates has an attachment, CRM says I have to save the email first before it can add the attachments. So I click cancel, save the email and insert the template again - but unfortunately CRM still says I have to save the email first.

Only if I save the email, go back and then into the email again is it possible to insert a template including its attachments.

Has anybody else encountered this and how can I fix it?

Thanks

Andreas

*This post is locked for comments

I have the same question (0)
  • Peter Majer Profile Picture
    Peter Majer on at
    RE: Working with templates which have attachments - e-mail has to be saved first BUT...

    What version of CRM are you on (2011 or 2013) and are you On Prem or Online?

    I didn't know you could actually get an Attachment on a Email Template.  From my experience, you apply the Email Template, and then you add Attachments to the Email.  There's no way that I've seen that you can get an Attachment on an Email Template itself.

    I just played around with Email Templates and Emails and Attachments, and I only got the message that I have to save once (on the Email record, before I could add my Attachment).  Then after I saved, and added the Attachment, I was good to go.  I'm using CRM 2013 and Online.

    Peter

  • Andreas2 Profile Picture
    Andreas2 575 on at
    RE: Working with templates which have attachments - e-mail has to be saved first BUT...

    Good morning Peter,

    I am working with CRM 2013, I think technically it is a on premise one but over the cloud for me.

    If ou create a template an scroll down, you can actually attach attachments! :)

    Andreas

  • Peter Majer Profile Picture
    Peter Majer on at
    RE: Working with templates which have attachments - e-mail has to be saved first BUT...

    Ah thanks Andreas I see it now.  Never used that feature :)

    I get the first message stating I have to save the email first.  After I do that and go back into applying the template with the attachment, I get a warning that IE wants to access my clipboard.  After I click Allow Access, the attachment and template are correctly applied.

    What browser are you using?  I'm using IE 10 and I'm doing this against a CRM 2013 Online Trial Org.  I wonder if you try a different browser, try a different email template / attachment, or setup a Trial 2013 Online Org, that you'll see different results as I'm not seeing what you're seeing.

    Peter

  • Andreas2 Profile Picture
    Andreas2 575 on at
    RE: Working with templates which have attachments - e-mail has to be saved first BUT...

    I am using Firefox as the default browser, but it doesnt work with IE either (11.0.9) so I thought its a CRM bug.

  • Verified answer
    Peter Majer Profile Picture
    Peter Majer on at
    RE: Working with templates which have attachments - e-mail has to be saved first BUT...

    Have you customized this environment?  What if you try with a new CRM 2013 Online Trial Org?  Do you still see the issues?  Some of your customizations may be causing the issue.

    www.microsoft.com/.../crm-free-trial-overview.aspx

    It could be something wrong with your computer.  Try another machine as well.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
UllrSki Profile Picture

UllrSki 2

#3
SC-08081331-0 Profile Picture

SC-08081331-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans