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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Allow Attachements for...
Customer experience | Sales, Customer Insights,...
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Allow Attachements for E-Mail Templates

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Posted on by Community Member Microsoft Employee

Dear all,

I have a question about how to attach files in Dynamics 365 email templates.

It seems, that only the system admin can select this button while creating an template. For all other users, the button is completly missing.

I thought that this is an access right that I can select in the security roll configuration to allow this option for other colleagues as well, but I didn't found the option to allow this?

Does anyone know how to allow to add files to email templates for common users?

Thanks a lot!

Best regards,

Robin

  • Nya Profile Picture
    Nya 29,056 on at
    RE: Allow Attachements for E-Mail Templates

    Hi,

    If the issue has been solved, it would be appreciated if you could click "Yes" to verify my answer.

    Image

    If there is any further doubt, please do not hesitate to let me know.

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Allow Attachements for E-Mail Templates

    Hi Robin,

    Would you please indicate whether you created the email template from the Customer Service Hub or from Advanced Settings?

    If the template is created from the former one, it will be saved automatically when created and the buttons will be shown.

    Here is the template I created from Customer Service Hub with a user who is not a system admin.

    pastedimage1635319692417v1.png

    If the template is created from the latter one, the buttons will be shown after you save the template.

    Here is the template I created from Advanced Settings - Settings - Business - Templates with system admin.

    pastedimage1635319753642v2.png

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