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Syndicated from - https://d365demystified.com/2019/07/08/using-templates-from-d365-ce-in-d365-app-for-outlook/
Using D365 App For Outlook’s Template feature, you can simply pull a template from Dynamics 365 CE and use it to send emails from Outlook itself. Here’s a typical example in this post below –
In case you are also looking to get started with D365 App For Outlook, you can refer the post here – Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox
Check how you can add your entities to D365 For Outlook here – Enable entities for Dynamics 365 App For Outlook
Let’s say I’ve this template prepared for myself in D365 which I want to use in order to quickly reply to my queries asked.
To keep things simple for example, I’m only using the attribute First Name of the Contact in my sample template.
Now, let’s say I got this email from Priyesh asking for a quick discussion.
Now, instead of thinking and replying, let me just use one of my standard templates to respond. Here’s how I do it –
Hope this helps!!
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