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CRM 2011 on-prem: During quick campaign no possibilty to insert template RRS feed

  • Question

  • Hello Forum

    If we create a quick campaign (e-mail) then we have the possibility to write free text or use a template, but it's not possible to insert a template (for ex. signature) and change it if necessary in the text box. Any solution for this?

    Thank you!

    Friday, February 7, 2014 9:47 AM

Answers

  • It is possible to write an email onload handler to provide another button to choose a template to insert (I have done it) but I'm sure it's not supported and it's not an easy job.

    The supported way to do this is to roll your own using an html webresource opened by a ribbon button that captures the selected grid records. You should be able to host the email form in an iframe.

    • Marked as answer by CRMBE Monday, February 10, 2014 1:45 PM
    Sunday, February 9, 2014 2:57 PM

All replies

  • It is possible to write an email onload handler to provide another button to choose a template to insert (I have done it) but I'm sure it's not supported and it's not an easy job.

    The supported way to do this is to roll your own using an html webresource opened by a ribbon button that captures the selected grid records. You should be able to host the email form in an iframe.

    • Marked as answer by CRMBE Monday, February 10, 2014 1:45 PM
    Sunday, February 9, 2014 2:57 PM
  • Thanks, so it's not possible on a support base, except you do a lot of work for programming a custom webresource... Strange Microsoft... :-(
    Sunday, February 9, 2014 3:46 PM