Add and edit the data fields in an e-mail template

Can I do this task?

Data fields Placeholders that insert text into an e-mail message or document automatically.The data field represents a category of information that corresponds to one column of information in a data source. The name of each data field is listed in the first row (column heading) of the data source. "PostalCode" and "LastName" are examples of data field names. Placeholders that insert text into an e-mail message or document automatically. are used with e-mail templates in the Web application The version of Microsoft Dynamics CRM that works in Microsoft Internet Explorer.. You can use custom fields, attributes, and entities with e-mail templates.

This procedure does not work for Microsoft Office Word mail merge templates.

1. In the e-mail template A framework for an e-mail message, contract, or article. Templates are used to ensure consistent layouts and content in similar types of documents., on the Form toolbar, click Insert/Update.
2. In the Data Field Values dialog box, do one of the following:
   • To add a field, click Add, and then in the Add Data Value dialog box, select the record type and field that you want to add, and then click OK.

     The field appears in the Data Field Values list.

   • To provide substitute text for a field if there is no data, select the field, and then in the Default Text box, type the text.
   • If desired, move data fields up and down or delete them, and click OK.
3. To change text formatting in a field, select the field, double-click the text, highlight the yellow text, and make the changes.
4. Click Save or Save and Close.

Important

• If you want multiple data fields to appear on your template, you must add each data field individually and for one record type at a time.
• If you want to include data from different record types, repeat step 2 and select a different record type.