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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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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
Thanks very much, Hugo. Have a great day!
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