Hide Template from global email Template

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Posted on by CrmMouss

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hi ,

i have question , in my Email form when i click insert Tempalte , i want to hide an email template from list of tempaltes.

the template is global.

how can i do that , i want to hide Two templates.

there is image

Thank you in advance.

Regards

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Dynamics365 Rocker 7,755 on at

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No, You have to delete it if you do not want it.

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CrmMouss 179 on at

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Ok , so there is no way to do that , the only solution to delete temaplate ?

our client said , i wants all tempaltes , but he needs to hide specefic template , when inserting templates.

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Dynamics365 Rocker 7,755 on at

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Not possible.

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StefanS365 3,575 Most Valuable Professional on at

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Hi there,

You could change the language of the template you want to hide, so it won't show up with the other French templates.

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CrmMouss 179 on at

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thank's , i have an other question about Job System Template for email templates , in what case can i use that ?

i underestand for global and based entity , but no idea for Job System Template ?

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CrmMouss 179 on at

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Hi Thank you for answer but in this crm there juste one language (French) :(

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CrmMouss 179 on at

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about Email Template type System Job ? Do you know How can I test it?

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StefanS365 3,575 Most Valuable Professional on at

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You could create a duplicate detection job via Settings > Data Management and let the e-mail send to you.

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CrmMouss 179 on at

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ah ok i see , thank you very much for help

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StefanS365 3,575 Most Valuable Professional on at

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About the Email templates. You could try to assign the email template records to another owner, for instance the Team of the User's Business Unit with the help of a workflow action Assign.

The ownership of the Email Template entity is User/Team, so by setting the Read privilege to Business Unit you can Hide the templates that belongs to the SYSTEM user that belongs to the global Business Unit.

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