Monday, November 29, 2004

How can I add a graphic to an E-mail Template in Microsoft CRM?

  • Microsoft CRM e-mail templates are HTML and browser-based, so you must beable to display the graphic in a browser.
  • Graphics are not embedded or attached, they are only a link placed in thefile pointing to where the actual graphic is located.
  • The graphic must be on a Web site that the e-mail recipient can access.

To add a graphic to an e-mail template:
1. On the Microsoft CRM Homepage, click Settings, click Template Manager,and then click E-mail Templates.
2. On the Actions bar, click New E-mail Template.
3. Select a template type and click OK.
4. Complete the details of the e-mail template.
5. Open the Web page (using Internet Explorer) or Web site folder (usingWindows Explorer) that contains the graphic. Usually all the graphics for aWeb site are located in one folder. Links to the graphics in this folder arethen placed in the Web files.
6. Copy and paste the graphic to your e-mail template. Although the graphicwill appear, you have copied and pasted only the link to that graphic.
7. Save the e-mail template, and test sending out an E-mail using the E-mail template.

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