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Can we have Team based or Security based E-mail Templates in CRM 2011 RRS feed

  • Question

  • Hi All,

    In our CRM Organization we have 100’s of E-mail Templates and the users wishes to see only their Team related templates while inserting in E-mail activity, so that they can save time while inserting the template. Can we have Team based or Security based E-mail Templates in CRM 2011 ? or any workaround for this ?

    Your suggestion/response is highly appreciated. Thanks in Advance.

    Regards,

    Shaik.

    Tuesday, July 2, 2013 6:57 AM

All replies

  • Hey Shaik,

    I don't think that is't possible to share an e-mail template from the standard user interface, but it does seem like it's possible through code, if you look at the template entity's properties at following link. 

    http://msdn.microsoft.com/en-us/library/gg309641.aspx

    hope this helps.

    Regards Soeren

    Monday, August 26, 2013 7:30 AM