Create or edit an article template

In the Navigation Pane, click Settings, click Templates, and then click Article Templates.
On the Actions toolbar, click New.
In the Article Template Properties dialog box, type the new article title, and then click OK.
To add a section, in the Common Tasks area, Click Add a Section, and specify the following:
1. In the Title box, type a title.
2. In the Instructions box, type a description of the information that users should provide in this section when they use this template.
  When a user creates a new article with this template, these instructions appear in the body text for this section, and disappear when the user starts typing.
To reposition a sections from the template, select the section you want to reposition, and in the Common Tasks area, click the green arrows to move the section to the position you want.
When you select a section, its border turns green and the border lines become solid.
To remove the section, select the section you want to remove, and In the Common Tasks area, click Remove a Section.
To edit a section, select the section you want to edit, and in the Common Tasks area, click Section Properties. Edit the title and description.
To format the text, font, and color of the article title, headings, and body text of each section, use the tools on the Modify toolbar .
Click Save or Save and Close.

Important

After you save the template, it is immediately available for use. If the template is not complete and you want to finish it later, you can save the template, deactivate it, and then complete it later. When the template is complete, you can reactivate it.

Note

If you need to back up your templates, or export them for use in a different implementation of Microsoft Dynamics CRM, you can export them as part of exporting customizations. More information: Export a solution