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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is there a way to set ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Is there a way to set an E-Mail Template as default?

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Posted on by Thomas-ArmannSystems 5

We created an E-Mail Template for all users in the team, we'd like to use it as standard e-mail, without having to press "Insert Template".

We want to click "New E-Mail" and the Template is already used, and we can just type.

Is there an OOB way to this?

  • Community Member Profile Picture
    Community Member on at

    Hi,

    Unfortunately, there is no OOB  way to achieve it.

    Or you can refer following link to achieve it through using WebApi and calling the js in email form unload

    community.dynamics.com/.../769030

    Regards,

    Leah Ju

  • Suggested answer
    Ricardo Gimenez Profile Picture
    Ricardo Gimenez Microsoft Employee on at

    Hello,

    There is no OOB functionality to achieve this request. Email Templates are defined by User or Global, however how is possible create more than one template (including by language), you need to define which one to use through Insert Template button.

    This a great improvement that could be submit in the IDEAS channel:
    experience.dynamics.com/.../

    Thanks,

  • Ang Profile Picture
    Ang 10 on at

    https://experience.dynamics.com/ideas/idea/?ideaid=a6fa8991-2ae0-ed11-9139-0003ff45de26

    Needs votes

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