Change Category on Email Template

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Posted on by MarcusCrooke

Hi Team,

I have uploaded several email templates to my Dynamics 365 CRM with 'Category' set as 'Lead', I know have the need for these emails to also be available in 'Opportunity' and 'Account'.

Is there a way to change the category from Lead to Global?

Thanks,

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Esteban Coto Alfaro on at

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Hello, when an Email Template is created and assigned a "Template Type", it cannot be modified.

"If you select a specific record type, such as lead or opportunity, the template is available only for that record type. This cannot be changed. To use the same content for another record type, create a new template."

In the following link you will find more information that could be useful: docs.microsoft.com/.../create-templates-email

Thanks!

Community Support Team - Esteban
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