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Dynamics CRM Email Templates

  • 1.  Dynamics CRM Email Templates

    Posted 5 days ago
      |   view attached
    Any user role other than a system admin are unable to update an editor type for  email templates(Marketing), please assist.

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    Regards,
    Geethika L
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  • 2.  RE: Dynamics CRM Email Templates

    TOP CONTRIBUTOR
    Posted 5 days ago
    Is this for Click Dimensions?  If so, there is a CD user security role(s) that might need to be selected.
    Go to Settings/Security/Users - find user and select, then click "manage roles".



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    Tim Dailey
    Sr Marketing CRM Administrator
    Starkey Hearing Technologies
    The CRM Dude (freelance consultant)
    Eden Prairie MN
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    CRMUG Summit - Post


  • 3.  RE: Dynamics CRM Email Templates

    Posted 4 days ago
    Yes, the user has all of the above roles set. But apparently, CDI users can only go from drag and drop to other types and not the other way around.
    System admins are the only ones that can get around this.

    Thanks for responding.

    ------------------------------
    Regards,
    Geethika L
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    CRMUG Summit - Post


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