Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Answered

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

(0) ShareShare
ReportReport
Posted on by 202

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

  • JonClay Profile Picture
    JonClay 202 on at
    RE: Email templates - amending the text by "standard" users and also giving certain users permission to view and use them

    Thank you SO much!

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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:

    pastedimage1666580238951v1.png

    (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) 

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

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans