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ms crm 2011 - how to import email templates? RRS feed

  • Question

  • ms crm 2011 - how to import email templates?

    Thanks, Rajeev

    Tuesday, June 25, 2013 5:55 AM

All replies

  • Hi Rajeev,

    To import Email Template you can go through following steps :

    1. Download the Email Template to import.

       Path : Setting -> (left Nav.) Data management -> Template for Data Import - >

                                                                                                                          

        Download the template & save it.

     2. Insert the data in required fields of the template for e.g : subject,body,etc..... & save it.

     3. To upload sheet in CRM :

          Setting->Import Data-> select that sheet to be uploaded (Email Template) -> Continue the data import Wizard..

      Thats it..

      Hope this helps.


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    Tuesday, June 25, 2013 6:40 AM
  • I dont see an option to import 'Email Template'? Am I missing something?

    mkk

    Friday, July 19, 2013 4:56 PM