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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to know the Email ...
Service | Customer Service, Contact Center, Fie...
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How to know the Email Templates attached

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Posted on by Rushiraj 67

An email is sent in CRM via workflow with email template attached how to know which template is attached to the email ?

  • Adnan Jalees Profile Picture
    Adnan Jalees 455 User Group Leader on at

    Hello Rushiraj, 

    I don't think OOB CRM email template can be tracked from email directly. But the linked email template can be seen within processes>> open relevant workflow >> navigate to create email step "user template" one and click set properties and validate ticked Email template

    pastedimage1612724779193v1.png

    Also, if you want to find email template being used in CRM workflow, you can follow the link: http://vjcity.blogspot.com/2016/08/how-to-find-email-template-being-used.html

    Thanks,

    Adnan

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