How can I edit the values in the Category field for email templates in Dynamics 365 Customer Engagement?

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Is there a way to remove some of the OOB Entities from the list of entities in the Category field on the Email Template form? My organization is a non-for profit. We do not use most of the "Sales" entities, i.e. Lead, Opportunity, Order... and would rather not see them as selections when creating new templates.

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Hi Dreamer2112,

“the Category field on the Email Template form” you mentioned is following screenshot highlight part?

Unfortunately, you can't remove anyone option from the dropdownlist, which is by-design.

Category field is one OOB optionset field, which named 'Template Type', you can't edit it.

Regards,

Leah Ju

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Thank you Leah! I thought this might be the case. Thank you for confirming for me.

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