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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Email template in cases
Customer experience | Sales, Customer Insights,...
Unanswered

Email template in cases

(1) ShareShare
ReportReport
Posted on by LineTremblay 15

Hello everybody,

I created an email template in my Set personal Options

Template Type is: Case

But when I go in case and try to send email with my email template I didn't see it.

I noted the Regarding is not showed like that

pastedimage1601577900620v5.png

I saw just the recipient

pastedimage1601577859092v4.png

Could you help me please?

Thanks

I have the same question (0)
  • Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    You should select Regarding in FIeld Name --Case record name will be auto populated in Record lookup. Now once you click select button you will see Template related to Case.

    Field Name - To  refers to Customer Account/Contact record from Case not Case record itself.

    Please mark my answer verified if i were helpful

  • LineTremblay Profile Picture
    LineTremblay 15 on at

    Thanks

    [quote user="LineTremblay"]

    Hello everybody,

    I created an email template in my Set personal Options

    Template Type is: Case

    But when I go in case and try to send email with my email template I didn't see it.

    I noted the Regarding is not showed like that

    pastedimage1601577900620v5.png

    I saw just the recipient

    pastedimage1601577859092v4.png

    Could you help me please?

    Thanks

    [/quote]

    [quote user="LineTremblay"]

    Hello everybody,

    I created an email template in my Set personal Options

    Template Type is: Case

    But when I go in case and try to send email with my email template I didn't see it.

    I noted the Regarding is not showed like that

    pastedimage1601577900620v5.png

    I saw just the recipient

    pastedimage1601577859092v4.png

    Could you help me please?

    Thanks

    [/quote]

    [quote user="LineTremblay"]

    Hello everybody,

    I created an email template in my Set personal Options

    Template Type is: Case

    But when I go in case and try to send email with my email template I didn't see it.

    I noted the Regarding is not showed like that

    pastedimage1601577900620v5.png

    I saw just the recipient

    pastedimage1601577859092v4.png

    Could you help me please?

    Thanks

    [/quote]

    [quote user="LineTremblay"]

    Hello everybody,

    I created an email template in my Set personal Options

    Template Type is: Case

    But when I go in case and try to send email with my email template I didn't see it.

    I noted the Regarding is not showed like that

    pastedimage1601577900620v5.png

    I saw just the recipient

    pastedimage1601577859092v4.png

    Could you help me please?

    Thanks

    [/quote]

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans