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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How do users access an...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How do users access and add Email Templates in UI?

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Posted on by icimasa 390

Hi,

we run our production instance in UI Only mode, my question now is that we have some users that are in need to add and edit email templates? I'm available to show the templates for the users in UI, but the New and Edit Controls are missing. So what is the bast practice to get a seamless handling of email templates in the UI layout?

best regards
Martin

  • icimasa Profile Picture
    icimasa 390 on at
    RE: How do users access and add Email Templates in UI?

    Hi,

    thanks for the information, it was exactly what I was looking for.. :)

    regards

    Martin

  • Verified answer
    danimarie123 Profile Picture
    danimarie123 on at
    RE: How do users access and add Email Templates in UI?

    Hi Martin,

    For personal email templates, users should be able to create/edit their templates from within their Personalization Settings:

    pastedimage1580739455844v1.png

    Then navigate to the Email Templates tab:

    pastedimage1580739506233v2.png

    If they are a system administrator (or with the proper permissions) then templates can be created from the Advanced Settings:

    pastedimage1580739599681v3.png

    pastedimage1580739671874v4.png

    I hope this helps.

    Danielle

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