Microsoft Dynamics CRM 2013 – Email Templates

A client reported an issue they where experiencing with Microsoft Dynamics CRM 2013 when trying to add an email template to an email.


The Problem:

“One of our users has always used a number of email templates for sending emails to clients.

This function now generates an error stating to contact an administrator”



The Investigation:

  1. At first I tried to duplicate the error and could not on any other user account. So it was limited to this specific user.
  2. Then I had the user login to another machine with the her Microsoft Dynamics CRM 2013 credentials. Same problem, so now we know the issue is not specific to the users machine.
  3. I checked user permissions and found that the organizations security roles had become…. unorganized …. and needed cleaned up so I restructured their permission and found that the reported problem had nothing to do with permissions. Even with the user assigned to an administrator role in Microsoft Dynamics 2013 she was unable to add an email template.
  4. d



The problem is that the Microsoft Dynamics CRM 2013 user can not add any Microsoft Dynamics CRM 2013 email templates to an email created within Microsoft Dynamics CRM 2013.

The problem is specific to a single user and not specific to any particular hardware.

The issue occurred when the user was assigned both minimal and administrator Microsoft Dynamics CRM 2013 Security Roles.





The Bad News: The content you are trying to access is only available to members.

The Good News: You too can be a member, simply Click Here.

Already a member?