Sending an email - simplifying email template selection ?

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Posted on by dvn92

I have a requirement to optimise the email sending process so that agents do not have to waste time with the default "Insert Template" button. There is only 1 template for the whole organisation but currently agents have to click "Insert Template" then fill out "Select the record you want to select a template for" then select the single template and finally click "apply template".

Has anyone developed a quicker solution to this? Either by defaulting the template on load of the email form or creating a custom script to insert the default template?

I have checked previous posts but none seem to have a complete solution, just ideas for how to achieve it.

This thread seems to have a good suggestion Vels but the code uses ActiveXObject which only works on IE...

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LeoAlt 16,331 Moderator on at

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Hi Partner,

I tried many function and no one worked.

I tried to get the template content from web api and I could only get the html code.

<org url>/api/data/v9.1/templates?$filter=templateid%20eq%209a3aa696-2a23-4460-a87c-10ae475e3231

Since you have only one template, you could use JS code to add the template content as default value for your email description field when the email form is create form.

Or you could also raise an idea to Microsoft Team about your requirement.

https://aka.ms/Dynamics365forCustomerService

Regards,

Leo

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