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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Email Template Folders
Customer experience | Sales, Customer Insights,...
Suggested answer

Email Template Folders

(0) ShareShare
ReportReport
Posted on by Joss 5

Hi, 

I'm exploring moving our customer service email templates in to the CRM, as this is where our agents currently work from. However I've not been able to see a way to setup folders to organise these? 

Am I missing something, or is this not an available feature? If not it makes this much less usable as people could need to scroll through upwards of 50 templates to get to the one they want, lowering efficiency. 

Any advice welcome, thanks!

I have the same question (0)
  • Suggested answer
    cmoreno8 Profile Picture
    cmoreno8 25 on at
    RE: Email Template Folders

    Hi,

    AFAIK you can use a tip or a new functionality to manage mail templates:

    1. A template has an Organization or an Individual visibility. If it is Organization, then all users can see the template and you will have hundreds of templates to choose. If it is Individual, then just its owner can see it. The secret is to assign mail templates to teams and config them to Individual visibility, and then team members just see templates assigned (and other with Organization visibility too!).
    2. You can use the new enhanced mail template selector where you can create mail template views and then change the view. Users will see templates filtered in the view (see 2023wave1 news).
  • cmoreno8 Profile Picture
    cmoreno8 25 on at
    RE: Email Template Folders

    Hi,

    I add some information about enhanced email template selection:

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

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 159

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 152

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 134 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans