Templates
The Templates section of Settings allows us to define standard templates for knowledge base articles, templates for e-mail messages, contract templates, and mail merge templates.
The Article Templates section allows us, through a wizard-based interface, to create simplistic templates for knowledge base articles. We can create various sections within a template, and we have limited options to modify the text properties.
Note
An article template must be activated before it can be used to generate new knowledge base articles.
The Email Templates area allows us to define specific dynamic templates to be used when e-mailing from the system. These templates can include dynamic data from the related records, as well as standard formatting supported by the most common e-mail clients.
Dynamics CRM already comes with a set of predefined e-mail templates. You can modify these, remove them, or create new ones as needed.
The Contract Templates area allows us to manage and create templates defining...
