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Email Templates Issue

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Posted on by 247

Hello,

I am wondering if I can get some help with email template related configuration.

In the D365 online setup I have got some 15 email templates with them having a footer signature block (with company details) having some text and an image. This is repeated in all the email templates.

I would like to move this footer block to a common place so that it can be updated separately so that same change will get reflected automatically in all the 15 email templates without the need to modify each email template to then deploy.

Thanks for your help in advance.

Regards, AR

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,317 on at
    RE: Email Templates Issue

    Hi,

    Thank you for your query.

    You cannot define a master template and use it in other templates.

    The solution is to define an email signature (you can add images to it as well) and then insert it in the email.

    However, users have to click on insert Email Signature after adding an Email template.

    You can define global Email Signatures in:

    • Advanced Settings -> Templates -> Email Signatures.

    If you want to add a footer automatically, you can write a plugin on the email entity to append HTML as a footer (store HTML in a webresource).

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