Enhanced Personal Settings – 2021 Release Wave 1 in Dynamics 365 Sales
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Arun Potti
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With 2021 Release Wave 1, a dedicated area for personal settings has been added in Dynamics 365 Sales Hub.
Before 2021 Release Wave 1 à
With 2021 Release Wave 1 à We can see a new area Personal Settings added in Sales Hub
The new personal setting area allows users to
- Manage Insight cards
- Manage Email Templates
- Manage Email Signatures
Before 2021 Release Wave 1, the Manage insight cards settings were available inside the Sales Insight settings area
And Email templates and email signatures options were accessible within the Template section of the Admin Settings area. (In Customer Service Hub, these options are available within Customer Service Hub > Service > Templates section)
Both email signature and email template use the new editor
More on modern email template experience –
Hope it helps..
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