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Dynamics 365 Community / Forums / Human Resources forum / OnBoard default e-mail...
Human Resources forum

OnBoard default e-mail template

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Posted on by Xavier Villafuerte 352

Hi, when you are ready to send a Guide to a new Employee using the OnBoard module, the final step allows to customize the text being used by the notification e-mail. By default such text is on English and its predefined. Is there any way to change the predefined text for that template so every new Guide can use it?

Xavier Villafuerte

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  • Xavier Villafuerte Profile Picture
    Xavier Villafuerte 352 on at
    RE: OnBoard default e-mail template

    Thanks Justin. I read that link but I could not find any guidance on how to perform the requested customization. The exact template I need to change is the one displayed in the image below. You got it after click on Send and select Customize the e-mail before sending.

    pastedimage1567088900896v1.png

    The idea behind this is to change the default body and subject text so HR people don´t need to fully change it every time a new guide is created from a template.

    Thanks for any guidance.

  • Suggested answer
    Justin Wilkinson Profile Picture
    Justin Wilkinson 1,338 on at
    RE: OnBoard default e-mail template

    Hi Xavier,

    I am sure you can set the default template for onboarding, the following might be of help:

    docs.microsoft.com/.../email-templates

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