Insert Template

if your crm system supports email templates, you can search for and insert them into your new message window template support may not be available in all crm systems on outlook, create a new email at the end of the action bar, click the more options icon and select your unaric sidebar connector under insert template from crm , type the name of a template and click search the connector will search your crm system for the text entered and return any matching templates you can then choose the template you wish to insert you will be returned to the compose new email screen, where you can review the message before sending it