Email templates - amending the text by "standard" users and also giving certain users permission to view and use them

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Posted on by JonClay

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Hi everyone

We intend to set up and use email templates for our 25 different departments, all of which are separate Business Units within our Dynamics set-up.

Is it possible to set these templates up as personal templates for each user, in a similar way to Word templates? The alternative would seem to be that all users can see everyone's email templates which would create a very long list!

Also, am I correct in thinking that only users with Sys Admin rights can amend email templates?

Many thanks
Jon

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JonClay 202 on at

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RE: Email templates - amending the text by "standard" users and also giving certain users permission to view and use them

Thank you SO much!
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Leah Ju Microsoft Employee on at

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RE: Email templates - amending the text by "standard" users and also giving certain users permission to view and use them

Hi JonClay,

Is it possible to set these templates up as personal templates for each user?

Is each user a separate template? Or do different business units have different templates and users in the same business unit share one template?

(1)If you want users to see only the email templates they have created themselves, you can make users select 'Individual' permission level:

(2)If you want to use 'business unit' level email template:

Select 'organization' permission level to create email template and set privilege of the 'Email template' of security roles that assigned to users.

Settings > Security > Security roles:

You can refer to the following thread to set correct permission:

only users with Sys Admin rights can amend email templates:

--Remove the "write" permission of email template from all security roles assigned to the user (except the administrator role)