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Microsoft Dynamics CRM (Archived)

Automatically use specific template for new Emails from Case / WorkOrder

Posted on by 225

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?

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  • DKasp Profile Picture
    DKasp 225 on at
    RE: Automatically use specific template for new Emails from Case / WorkOrder

    still looking for ideas on how to do this

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