Dynamics CRM 电子邮件模板揭秘

Email Template Demystified

 

In this blog I am going to cover below:

1. Using HTML in email template. I.e Adding a table, border etc.
2. Adding images to email template, prerequisites, limitation etc
3. Using desired fonts

 

Quick Tips:
1. Always use Internet Explorer when creating email template
2. Adjust IE settings to be in compatible mode with your CRM. (i.e adding CRM url to compatibility mode)

 

Using HTML in email template. I.e Adding a table, border etc..

The first question would be , what is the need to use html in email template? If you know email template has very limited option available from the designer such as limited number of fonts, Colors, font size etc. So using html to provide rich look to your email content can be a good choice. I have used them personally and customer loved them.

In this blog I will quickly create a basic html email template which will have a table with some information from CRM record and we will beautify it. Lets say i would like to create table with custom loyalty reward information. I can do something like below:


 

You can use any online html editor to create the required content like the one I used here: https://html-online.com/editor/  

Now save the template and go to a contact > activities > add an email and insert this email template:


This is just to show the capability. You can do a lot with HTML in your email template.
 

Adding images to email template, prerequisites, limitation etc.

Adding images to a email template has been very tidy work. However with correct knowledge its quiet easy.  Keep below in your mind when you want to add an image to an email template:

1. Email template is not a container/storage. The image can only be referenced from a public source. Meaning image must be available/accessible public ally.  i.e located on sharePoint, company website, social network public image etc.
2. You should set the image size using html rather then manually dragging the corners.

Lets take an example below. I would add an image to my email template showing my recent accomplishment which is available on my blog page:


Now if I need this image in email template. There are two options.

1. Copy the image directly by right clicking on the image from website or create an html using image. Open in browser and copy from there and paste in your email template:

however this method is risky as your image might vanish anytime.

2. Copy image hyperlink or image address and paste it and create html by proving the image source:


Save the template and insert into email and you will see image has been populated.

Quick Tip : You can store images as Image web resource within your dynamics CRM and use them like I have used above by simply taking the image web resource url.

Using desired fonts

Though template editor gives you very limited option on fonts and size. You can very add other fonts and desired size or any colour to your content.

 

Here is what you can do:

1. Format your content on a word document and copy paste from there into your email template. It should retain the fonts, size and color.
2. Set the formatting within your HTML.

 

<p><strong><span style="color: #ff0000;"> Rawish Kumar</span></strong></p>
  

I hope this helps!