Use a custom email template for "Reset Password"

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Posted on by Jonas Velling

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I'm currently looking for a solution where you can add some custom design to the "reset password" mail template.

I am able to change some minor things in the OOB mail template, however, is it possible to create your own and use this inside the OOB functionality or do you have to build your own custom logic?

Thanks in advance.

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cloflyMao 25,210 on at

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RE: Use a custom email template for "Reset Password"

Hi Jonas,

> Firstly, if your custom logic means "Contacts/recipents could reset their password via a link in marketing email or by submitting marketing form",

the requirement need many back-end steps thus it couldn't be achieved only with front-end customization on Marketing email.

The available customization we could do is just embed URL which navgate recipents to reset password page in portal.

url.powerappsportals.com/.../ForgotPassword

> If your custom design means responsive columns layout such as Bootstrap or any CSS framework, just add their CDN as reference link into Marketing email HTML source code.

You could consider enable a early access for Dynamics 365 for Marketing, which add OOB columns layout feature.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/email-layouts

While making customization on Marketing email, be aware that marketing size is limit under 100KB to avoid to be flagged as spam.

(Refered images won't be calculated into size)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/email-design#design-your-content

You could embed specific attributes to your custom element to make them be recognized as draggable elements by CRM.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/custom-template-attributes

> Acutally, Send Reset Password Email to contacts and Marketing email are processed by different back-end engine,

the previous one is processed just as activity emails, it will be triggered after users submitted their email address in Forgot Password Page in Portal.

You can find this process in Advanced setting > Settings > Processes and edit its text content.(unfortunately it couln't be customized as Marketing email)

Please read following articles for details:

https://www.inogic.com/blog/2018/03/working-with-microsoft-dynamics-365-portal-password-reset/

https://meganvwalker.com/forgotten-password-functionality-dynamics-365/

while the latter has its own indepent engine.

Regards,

Clofly

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Jonas Velling 142 on at

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RE: Use a custom email template for "Reset Password"

Hi Clofly,

Thanks for your detailed response.

I have also looked at the process and figured it was only an activity email, and not a Marketing Email.

However, when users actually use the "Forgot Password"-functionality, the experience would be very confusing as we have worked a lot with design elements in all other aspects, so we were hoping we could overwrite the OOB functionality with our own custom template which contains all of our design elements.

I think the conclusion is that right now we cannot build it OOB, and we simply do not have enough time to do the backend customizations to make this work. We will have to wait until it either becomes a feature or we get the time to do our own customizations.

Regards,

Jonas

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megcda 2,192 on at

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RE: Use a custom email template for "Reset Password"

Hi Jonas,

Please feel free to add this as a feature request on the Dynamics 365 Marketing Ideas portal. Community support of these ideas helps drive our product roadmaps.

Thanks,

Megan

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