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Default a Email Template

Posted on by Microsoft Employee

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?

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  • yleclerc Profile Picture
    yleclerc 1,545 on at
    RE: Default a Email Template

    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?

  • Verified answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Default a Email Template

    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Default a Email Template

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

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