CRM 2011 Change Email Template Owner

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  Hi Dave,

  You can use a workflow to assign the the Email Template to a team.

  Thanks,

  Mesganaw

  • Marked as answer by Dave Maslen Monday, November 21, 2011 2:16 PM

  Thursday, November 17, 2011 11:32 PM
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  I was hoping this wasn't the case, but it looks like it is.

  Thanks,

  Dave

  Monday, November 21, 2011 2:16 PM
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  Hi Dave, Mesganaw

  Can you please give me a hint how I can assign an owner to an email template with a workflow.

  Thanks

  Uli

  Wednesday, January 25, 2012 1:49 PM
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  You can create a simple on-demand workflow for the email template entity, and add a step of "Assign Record". You can then assign the email template to a team or user of your choice in the workflow.

  Dave

  • Proposed as answer by Ulrich Hüttinger Thursday, January 26, 2012 1:42 PM

  Wednesday, January 25, 2012 2:44 PM
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  Annotation:
  although it's possible to assign an e-mail template to a team (through a workflow) users in this team won't see the template when the try to use this template for an e-mail. In my experience users can only see e-mail templates they own and global templates.

  I've tried it and for me it wasn't possible.

  Thomas

  Wednesday, March 7, 2012 12:14 PM