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MORE INFORMATION
The following requirements must be met to include a graphic in a template:
• Microsoft CRM e-mail templates are Hypertext Markup Language-based and
browser-based. The graphic must be created in a standard file format so that a
standard Web browser can display the graphic.
• Graphics are not embedded or attached. A link that points to the actual
location of the graphic is put in the file.
• The graphic must be located on a Web site that the e-mail recipient can
access. For example, the graphic file cannot be located on a local file system.
To add a graphic to an e-mail template:
1. On the Microsoft CRM home page, 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 then click OK.
4. Complete the details of the e-mail template.
5. Use Microsoft Internet Explorer to open the Web page or the
Web site folder that contains the graphic. Typically, all graphics for a Web
site are located in one folder. Links to the graphics in this folder are then
put in the Web files.
6. Copy the graphic, and then paste the graphic into the
e-mail template. Although the graphic appears, only the link to the graphic has
been put in the e-mail template.
7. Save the e-mail template, and then test it by sending an
e-mail message that uses the e-mail template.
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