In this entry, I detailed the first steps in creating marketing email templates that connect to Outlook. By now, you should be fully versed in the Dynamics CRM portion of the steps. From a marketing perspective, these templates help you control brand voice and positioning, while enabling your sales organization to easily respond with personalized, visually engaging emails. 

As we discussed in a recent entry titled 20 CRM Adoption Options, organizations continue to struggle with adoption. By tying necessary tasks to a functional and dynamic platform, end users won't just have the option to utilize - they'll want to. 

First things first - you'll want to make sure your Outlook is connected to CRM. (Using Dynamics 2013? Check out these helpful instructions.) Once that's done, you are just a couple clicks of a mouse away from sending emails with ease! Now we're ready to utilize Outlook for these email sends. Feel free to share this tutorial with all end users in your organization. 

Step 1.

Compose a new message. In "Message" tab click on "Set Regarding"

From here, you'll see a drop down menu that will allow you to search CRM by Lead or Contact. This is why in Part 1 we created duplicate templates for both leads and contacts, depending on how each record is entered into the CRM.

You may need to search for the Lead or Contact Record, which you can do using the Find function.  (Hint: Be sure you've appropriately selected "Contact" or "Lead" in the first "Look for" field.)


Step 2.

Now you're ready to drop the template in! Do so by staying in the message tab, clicking "Insert Template" and selecting the one you would like to use. You can make any necessary updates, or just go ahead and click "send" if you are happy with the email as is. Keep in mind that if you personalized the email template with fields such as first name, company name, or title, these fields will automatically fill into the email. A neat trick any client facing member of your company is sure to love, and quite the time-saver!

*As a reminder, for everyone managing the templates in CRM, try to group all similar templates together and be descriptive in the titles so that your team can easily find what they are looking for as your content library grows.


Voila! You and your team are ready to start cranking out dazzling branded emails to your clients, prospects and partners.

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