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Sending Case Level Email Templates from Outlook

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Posted on by zmar2017

Hi, When I create an email template in Dynamics 365, I set it as a Case level template. I create the template and have it pulling all the information from where I want. The problem is that when i go to send the email through Outlook, I can't find it. I have changed the view to look in Templates for cases and I still can't find it. Here's the kicker, when I respond to an email through Dynamics 365, the template appears without any issue. Is there something I'm missing or doing wrong? Any help is appreciated. Thank you.

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zmar2017 on at

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RE: Sending Case Level Email Templates from Outlook

Hi Raheel,

I have already installed the 365 app for Outlook. I am able to find global templates through Outlook without any issue. It's just that I am unable to pull case templates through Outlook.
Raheel-Khan 1,371 on at

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RE: Sending Case Level Email Templates from Outlook

Hi Zmar,

Please review have to setup Dynamics 365 with Outlook.

https://stoneridgesoftware.com/how-to-install-the-dynamics-365-app-for-outlook/

Warm Regards,

Raheel

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