New Email-Insert Template UCI Behavior

(0) Share

Report

Posted on by PS Dynamics

Hi Team,

I have created few Global Templates and when i am creating a New Email. On clicking on "Insert Template" below Pop up is coming:-

Can someone explain me the use of below New Window Introduced and May i know if this can be disabled?

This is appearing if creating Email from Other Entity apart from Lead though Template Type is "Global"

Please suggest.

Thank you:

Preeti

All responses (4)

Answers (1)

PS Dynamics 60 on at

Like (0)

Report

RE: New Email-Insert Template UCI Behavior

Hi Leah,

Thank you for explanation. This really helps.

Preeti
Verified answer

Community Member on at

Like (1)

Report

RE: New Email-Insert Template UCI Behavior

Hi Partner,

Email template has many types:

If to and regarding fields from different entities, except for the global type, only the template of the corresponding type will be displayed when you select one of them.

For example:

Regarding is case entity, and To is account entity.

When you select Regarding field, only user and case email template type can appear.

When you select to field, only user and account email template type can appear.

For Lead entity:

When you create email from lead entity, 'Regarding' and 'To' fields are both filled with lead, so the window doesn't appear.

If you change either of these two field values, the window will appear.

So, as long as you make 'Regarding' and 'To' fields value are same, the window will not appear Whether or not it comes from lead entity.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
PS Dynamics 60 on at

Like (0)

Report

RE: New Email-Insert Template UCI Behavior

Hi Leah,

Thank you for your details. But i would like to understand even if we dnt use this pop up then also Email will be send to the Person Selected in TO then what is the use of this Dialog Box.

Also, i am wondering, When i create Email from Lead, there also i have added TO and Regarding but this pop up doesn't appear there.

Please suggest.

Thank you:

Preeti
Suggested answer

Community Member on at

Like (0)

Report

RE: New Email-Insert Template UCI Behavior

Hi Partner,

The window is used to allow you to insert the email template based on which fields and which records.

If you have filled 'To' and 'Regarding' fields in the email you created, they are both shown in the 'Filed Name' of the window,you can select one of them.

And 'To' field can store many records, you need select one record.

Finally, you can't disable it.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.