Email templates (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Campaigns > E-mail template.

Use this form to set up e-mail templates to use in sales campaigns.

The following tables provide descriptions for the controls in this form.

Tab

Tab

Description

Template

View or enter the message text for the e-mail template.

Fields

Field

Description

Name

The name of the e-mail template.

Subject

The subject of the e-mail message. This text appears in the Subject field when you use Microsoft Outlook to send the e-mail message.

E-mail text

Enter the text of the e-mail message. This is the body text of the e-mail message when you use Microsoft Outlook to send the e-mail message.

Variables to be used in the e-mail template field group

You can use these variables in the E-mail text field on the Template FastTab. The system automatically enters the correct data into the e-mail message text, such as a contact person's name, the campaign number, or a URL.

  • %PERSONNAME% – The name of the contact person of the prospect who is targeted in the campaign. The system automatically fills in the name of the contact person to whom the e-mail message is sent.

  • %CAMPAIGN% – The ID number of the current campaign.

  • %URL% – This URL is obtained from the External URL field in the Campaigns area in Sales and marketing parameters form.

See also

Configure email functionality in Microsoft Dynamics AX

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).