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.

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

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


    Friday, July 19, 2013 4:56 PM