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Microsoft Dynamics CRM (Archived)

How do I update the contents of a Mail Merge template in MS Dynamics 2013?

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I need to make a change to the template used in a Mail Merge to update the wording in it. How do I edit it and then replace the version that is currently being used?

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  • Verified answer
    Hugo Silva Profile Picture
    1,374 on at

    Hi Tim,

    To edit the existing ones you need to go to Administration -> Templates, on the template you can use the ribbon to change the Text or use HTML tags.

    How to use and create templates:

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

    To insert HTML on the body content:

    www.powerobjects.com/.../using-html-format-text-email-templates-dynamics-crm

  • Community Member Profile Picture
    on at

    Thanks very much, Hugo. Have a great day!

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