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Customer experience | Sales, Customer Insights,...
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Enhanced insert template dialog

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Posted on by 2
Can a custom Email Template view be configured as the default view in the Enhanced Insert Template experience, and can the out-of-box template views be hidden from users?
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  • Suggested answer
    Nagaraju_Matta Profile Picture
    171 on at

    Hi,

    Short answer — no, not out of the box. But there are some practical workarounds depending on what you're actually trying to solve.

    The Enhanced Insert Template dialog doesn't support setting a custom view as default, and there's no configuration switch to hide the OOB views. The dialog decides what to show based on what's accessible to the user's security role — you don't get to influence the default view the way you would on a standard grid.

    That said, here's what actually works:

    Security role + record ownership is the most effective lever. If users only have access to templates owned by their BU, the noise from irrelevant OOB templates naturally disappears. Not perfect, but it's the cleanest supported approach.

    Custom views exist on the Email Template entity — you can build one scoped to your templates using a naming convention or a custom category field. Users can switch to it manually inside the dialog. It won't open by default, but once they've used it a couple of times it becomes muscle memory.

    If this is the CI Journeys side rather than D365 Sales, the template picker behaves a bit differently — the Asset Library in Journeys gives you more control over what surfaces and for whom. Worth clarifying which context you're in.

    The honest answer on hiding OOB views entirely — it's not supported without going into PCF or unsupported form customisation territory, which I wouldn't recommend for something as frequently updated as the email editor.

    If the core problem is users landing on the wrong templates and wasting time, the BU ownership route is your best bet without touching code.

  • Suggested answer
    11manish Profile Picture
    807 on at
    there is currently no supported Microsoft configuration to accomplish either requirement in Dynamics 365 Sales or Customer Insights - Journeys.

    The recommended approach is to manage template visibility through security, ownership, categorization, and governance processes rather than attempting to
     
    modify the built-in template selection experience.

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