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How to stop "Email Templates" from being edited.

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Posted on by MikeBMikeBMikeB

In D365 "Customer Service Hub", under "Templates -> Email templates" we have set up lots of email templates.

[NB It's the ("Email template"/"template") (display name/logical name) entity I'm talking about here.]

We want to restrict access to these templates, so that only selected users can edit the templates. Most users should not be able to edit the email templates, but are currently able to.

The templates should be usable by all "Customer Service Hub" users, but only selected users should be able to edit them.

Presumably this can achieved by removing most users from selected security roles? But which security role precisely?

Can anybody tell me how to achieve this, please?

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Tom_Gioielli 3,086 Super User 2026 Season 1 on at

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There's an XRM Toolbox tool called Privileges Discovery that should do exactly what you need. Connect to your environment, load the roles, and then find the WriteEmail permission. From there, you can see all security roles hat grant this permission and cross-check it against the roles in use for your environment. This will work for both OOB and custom roles.

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MikeBMikeBMikeB 98 on at

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Thanks @Tom_Gioielli for replying with this suggestion.

Using the information you provided allows me to understand this a lot better.

According to this tool, this privilege ("Templates -> WriteEmail") is in a number of roles which my users require.

However, when I go and check these roles, none of them actually this privilege assigned. So I don't know why I can't see "WriteEmail" privilege in any of my roles. So I can't reconcile what the "Privileges Discovery" tool is telling me with what I see in Dynamics.

[In terms of the original question, I was naively hoping there was a "edit email templates" role in Dynamics. Alas, Dynamics permissions are never so simple!]

Thanks once again for your kind assistance anyway.

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Tom_Gioielli 3,086 Super User 2026 Season 1 on at

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As far as I am aware, there is no specific role for editing email templates. You would need to find the roles that currently provide that individual privilege and remove it. Even better would be creating a copy of the role for your company, modifying that new role, and then assigning it to users instead of the OOB role. Very rarely will you see out of box security roles with a single permissions setting contained.

If you go to https://admin.powerplatform.com > Manage Environments > Your Environment > Security Roles you can see all of the permissions. I did a check on the Marketing Manager role, and searched for "Template"

Here you can see the setting controlling the permissions for this role. In this case, you would want to turn off Create/Edit permissions for the roles in question. V

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