2011 Administrator’s Guide Copyright

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Work with E-mail Templates

E-mail templates provide boilerplate text and Microsoft Dynamics CRM data for e-mail messages. These templates cannot be used with Microsoft Office Word mail merges.

Concepts:

Managing E-mail Activities
Work with Mail Merge Templates

Permissions required for e-mail-related tasks

The following table shows the default security roles required to perform each task, and whether the task can be performed while using the Microsoft Dynamics CRM for Outlook offline. Because some tasks require special privileges, the table may also show these privileges.

E-mail Tasks	Default Security Roles and Special Privileges	Can Task Be Done Offline?
Create messages	Security roles: Any	Yes
Send invitation to a new user	Security roles: System Administrator Privileges: Send Invitation	No
Create personal e-mail templates	Security roles: Any Privileges: Publish E-mail Templates	Yes
Create and edit organizational e-mail templates	Security roles: Default management security roles	Yes

Microsoft Office Word Mail Merge Tasks	Default Security Roles and Required Privileges	Can Task Be Done Offline?
Create a mail merge document	Security roles: Any Privileges: Web Mail Merge or Mail Merge	Yes. Activities will not be created, and you cannot create a quick campaign.
Print a quote with a mail merge document	Security roles: Any Privileges: Web Mail Merge or Mail Merge Mail Merge Template:Create,Write	Yes. Activities will not be created.
Create and edit organizational templates for Microsoft Office Word Mail Merge	Security roles: Default management security roles Privileges: Publish Mail Merge Templates To Organization	Yes

View Your User Profile

Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

Your user profile displays information about you, including general information such as your contact information and addresses, what teams and resource groups you belong to, which services you can perform, and your work hours and security roles. This information is visible to the entire organization. Depending on your security role, you may be able to make changes to your user profile.

If you are working in Microsoft Dynamics CRM for Outlook, you can view this information from the User form. More information: Work with Your User Record and Work Hours (on page 17)

Click the File tab, and then click Options.
In the Set Personal Options dialog box, click the General tab.
At the bottom of the page, click the View your user information link.

The User form with your information opens.

To view details or make changes, under Common or Service click any of the following:

Teams
Roles
Quotas
Work Hours
Services
Resource groups
Workflows

To close the form, on the File menu, click Close.
To close the Set Personal Options dialog box, click OK.

Using Connect to Define How Records Relate

In Microsoft Dynamics CRM, create and view the relationship between two records by using Connect. When you open a record, view all of the connections between it and other records by clicking Connections.

Microsoft Dynamics CRM offers several different roles you can use to identify your connection types. The options are not limited. Your system administrator can add new role types.

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2011 Administrator’s Guide Copyright

Work with E-mail Templates

E-mail Permissions

Permissions required for e-mail-related tasks

Related Topics

Related Topics

View Your User Profile

Related Topics

Using Connect to Define How Records Relate