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Customer experience | Sales, Customer Insights,...
Suggested answer

Changing the default font used when creating an email

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Posted on by 305

Hi

Is it possible to set the font and size for the font used when creating an email in Dynamics? 

I want to send an email to a contact, the email pane appears, but the font in Sergui size 9. We use Calibri size 11. Rather than changing it every single time, it seems to be more efficient to change the default font used. 

Is that possible?


Olly

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  • Suggested answer
    Immanuel Block Profile Picture
    2 on at
    Changing the default font used when creating an email
    Yes, it is possible for a User to specifically set a default. Therefore, you need to click on the three dots within an email:
     
    Afterwards, go the the "User Personalization" which opened:
     
     
    There, another pop-up window opens where a User can set the desired default font and font size:
     
  • Suggested answer
    Thijs Verhoef Profile Picture
    25 on at
    RE: Changing the default font used when creating an email

    A bit late but maybe it will help someone:

    This is now possible by adding a WebResource that holds custom properties for the Rich Text Control (RTE). Took me some tries to get it right but it's now working for us. How you do it is described here:

    https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-font-admin

    The properties that can be set in your customized resource can be found here. Be sure to read it because I found there are different fields for the 'display name' of the font in the control menu and the 'actual font' it's using.

    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/rich-text-editor-control#rich-text-editor-properties

    As for the relative path you need to supply in the custom control for your webresource, it should be /WebResouce/<your webresource name>

    Hope this helps!

  • Elektra  Profile Picture
    10 on at
    RE: Changing the default font used when creating an email

    I find this baffling. MS changed us all to Calibri years ago as a default font on word etc. Segui 9 doesn’t meet accessibility standards. The template editing functionality is also antique.

  • OllyMUK Profile Picture
    305 on at
    RE: Changing the default font used when creating an email

    Would be great if they could. So many features could be added.

    And that's before you get to adding field data for mailshots.

  • Suggested answer
    Anthony Dong Profile Picture
    on at
    RE: Changing the default font used when creating an email

    Hi , as far as i know, MS is working on the Email Editor in new UCI, it will improve the performance and bring in more feature. and By default, it's Segoe UI size 9 

    pastedimage1599211613310v1.png

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,321 on at
    RE: Changing the default font used when creating an email

    Hi,

    In the previous versions Email Editor was inheriting font form the browser.

    However, not it does not inherit the fonts from browser, it defaults to Segoe UI.

    Unfortunately, this cannot be changed as of now.

    Here is similar thread:

    https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/394564/dynamics-365-uci---default-email-font---not-inherited-from-browser-anymore/1063074

    Best,

    Wahaj

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