web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Automatically use spec...
Microsoft Dynamics CRM (Archived)

Automatically use specific template for new Emails from Case / WorkOrder

(0) ShareShare
ReportReport
Posted on by DK-25061434-0 231

Hi community,

is there a way to have a specific email template to automatically be used when a user starts composing a new email from within a Case[incident] or Work Order[msdyn_workorder]? 

Basically I just want a "default template" to be used for any email composed for a Case or Incident. Any suggestions?

*This post is locked for comments

I have the same question (0)
  • DK-25061434-0 Profile Picture
    DK-25061434-0 231 on at

    still looking for ideas on how to do this

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans