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Allow Attachements for E-Mail Templates

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Posted on by Community Member

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

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Nya 29,060 on at

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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.

If there is any further doubt, please do not hesitate to let me know.
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Nya 29,060 on at

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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.

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.