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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Default a Email Template

(0) ShareShare
ReportReport
Posted on by

How can we default a email template in Dynamics 365?

We want users to use a email template which includes merge fields from the case form, but we are finding user shave to manualy insert the template - can we default this in any way?

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    Note: using signatures isn't an option as we need to include merge fields

  • Verified answer
    Syed Ibrahim Profile Picture
    6,257 on at

    You can query the particular email template which you want to use it for the email using WebApi and call the js in email form unload. You can refer below

    Note: below code is for older version. Just take logic and implement using WebApi

    www.google.com.sg/.../amp

  • yleclerc Profile Picture
    1,549 on at

    We have the exact same requirement, e.g. load a default template when someone creates a new email from a case.

    I'm not a programmer, so what would be the steps to achieve this?

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Varsha deshpande Profile Picture

Varsha deshpande 5

#2
NeerajPawar Profile Picture

NeerajPawar 2

#2
jlattimer Profile Picture

jlattimer 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans