Dynamics CRM has tons of great
features and capabilities but have you ever wondered how to create HTML
rich content e-mails for sending to your customers?
Let’s admit it that creating and editing
rich HTML based emails templates within the Dynamics CRM is quite a
chore. Users will have to do some pretty manual stuff. One has to first
create HTML documents via tool of their choice example, notepad,
Microsoft Word etc. then has to copy and paste from a browser and edit.
Nothing wrong with the method but not the most efficient or desired way
of creating email from business user perspective. Yet they may not get a
clean usable template that one often requires to develop and release a
quick email campaign. Matter gets worse if you need to package images or
videos in the email.
After having understood this pain area
exists and users are asking for this capability within the CRM
interface, Soluzione a leading Dynamics CRM partner has developed a
simple to use intuitive HTML template editor. This HTML editor can be
launched from within Dynamics CRM and the templates can be edited, text
reformatted and media inserted cleanly to get the email template one
wants within minutes. This way one can launch the email campaigns in a
fast and intuitive manner.
“Our customers are beginning to see the
value of this utility and is making their Dynamics CRM experience reach a
better state as far as the readiness for email activity and usage for
campaigns”. One often needs simple tools and utilities within a system
to quickly complete routine tasks and add to productivity.
SolzEditor includes a gallery of simple
html templates to give a quick start on the email creation activity so
that the business users do not necessarily have to start from a clean
slate.
Adding and using the solution can be completed in some few simple steps.
1. Install the
SolzEditor solution in Dynamics CRM by importing the managed solution.
After it is successfully installed you should have SolzEditor in your
solutions as below.
2. Refresh the page so
that the latest changes can take effect. Go to Settings area and you
should see HTML Email Editor and HTML Email Templates under Solz Editor
tab.
3. Clicking on the HTML Email Editor loads the rich html editor pane.
The top left dropdown has the “CRM Email Templates” that you already
have in the system. At the right “template gallery” stores sample HTML
that can be used to quickly create HTML based email templates. We have
couple of templates that we provide with the solution that you can use.
4. Select the template
that you need to edit from the CRM Email Template box and click load.
This loads the existing template into the rich editor with a tool bar
for editing. You can now start from scratch and do further customization
of the template to create HTML rich emails or you could load a sample
HTML email from the template gallery. This will replace the content in
the editor with html email from template gallery. Once edited the
template can be saved to back into Dynamics CRM using the “Save” button.
Little text on the left bottom tells you which template is being currently edited.
5. “Open Template”
button will open the saved template in Dynamics CRM where you can add
Dynamics CRM fields such as Contact Name, Account Name etc.
The tool is now released and additional
versions of the same will be available from time to time. If you are
interested in integrating the same in your Dynamics CRM solution, please
do get in touch with us at info@solzit.com.
Happy CRMing…
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