Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

How do I create and export email templates into an excel report that includes the body of the template?

(0) ShareShare
ReportReport
Posted on by 5

I need to create a report of all our email templates, including the email verbiage. Through Advanced Find, I can create a listing of the email templates that exports to excel, but it does not include the verbiage in the body of the email. Is there a way to do this?

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How do I create and export email templates into an excel report that includes the body of the template?

    Hi spaterson,

    You can create a new custom view and add email body as one of its column.

    6683.JPG

    Filter criteria: only show records in our language.

    pastedimage1605510600047v1.png

    The excel file:

    pastedimage1605510657456v2.png

    Regards,

    Clofly

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

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,031 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,868 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans