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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating email templates
Customer experience | Sales, Customer Insights,...
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Creating email templates

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Posted on by Ian_Bourne_Cloud2020 155

How do you create email templates these day?

If I go into the Advanced Setting I get into an infinite login loop.

In docs.microsoft.com there are instructions on how to create Word and Excel templates, and how to insert a template into an email in enhance mode, but do instructions I can find on how to build a template.

Anyone got any ideas?

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  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at
    RE: Creating email templates

    Hi Partner

    Here's the link which will help you in creating template for email docs.microsoft.com/.../create-templates-email

  • Ian_Bourne_Cloud2020 Profile Picture
    Ian_Bourne_Cloud2020 155 on at
    RE: Creating email templates

    Hi Akash,

    When you go into admin.powerplatform.com and go to the Settings | Templates

    All the other template options offer the ability to create a New template.  Not the Emails though.  There is no New button in Emails

  • Suggested answer
    philc79 Profile Picture
    philc79 90 on at
    RE: Creating email templates

    Hi Ian, I have tried this on my instance and a recent trial.  For me, they both work if you go via Advanced Settings.  On my instance I get a new button via admin.powerplatform.com, but there is no button on the recent trial.  You can get to the create screen by adding the url /tools/mailmerge/edit.aspx after your instance url.

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at
    RE: Creating email templates

    Hello Ian_Bourne_Cloud2020

    An email template is attached to an email activity after it has been created. You can create email templates for all your users to use.

    Step 1: Settings > Templates and then click Email templates.

    Step 2: Select New. In the email template type dialog box open.

    Step 3: In The template type list,select the type, and then OK button.

    Step 4: Now we will open the email template form .Enter title and a description. In the subject field enter the text that you want to appear in the subject line of your email message sent to the user. Click Save.

    Step 5: Enter the name of the Email Template. Click Save and close.

    Step 6: Added Email Template.

    You can also refer this Blog

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