![]() Create the template in CRM as you normally would.ģ. How can individuals with this requirement still leverage email templates in CRM? The good news is that it is fairly simple.įollow the steps below to use an email template without having to track the email in CRM:ġ. But many businesses have not fully configured CRM for this purpose – but they still have a recruiting process that could be made more efficient by using email templates. Sure, CRM can be configured to work with the HR group specifically for recruiting – with all the required security. For example you may want to send a confidential email to a job candidate. There are situations, however, in which you might want to use a template, but you do not want to track the email to CRM. So the process works something like this: create an Outlook email | click the Track in CRM or Set Regarding button | select a template | send the email. In order to use an email template, you first have to track the email in CRM. When Microsoft introduced the ability to access them directly from within Outlook in CRM 2011, it became even more efficient to quickly grab a template for any outgoing email. E-mail templates are a great feature available in Dynamics CRM.
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