web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

email templates

(0) ShareShare
ReportReport
Posted on by 195

I created a personal template to use when sending contacts an email.

I'm not given an option of which template to use when I click send email from the contact record.

 

What's the trick?

 

*This post is locked for comments

I have the same question (0)
  • alf Profile Picture
    17,915 on at

    Hi Ellen,

    If you open a contact, click on the send email button, then have the new email window open.  In there there is a button 'insert template' in the middle toolbar.

  • Ellen Bothe Profile Picture
    195 on at

    Hi Alex,

     I found it,,,

    thank you for your assistance.

    Ellen

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans