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Microsoft Dynamics 365 | Integration, Dataverse...
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Is it possible to create Email Templates in bulk?

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Hi there! 


I have a requirement from our client to import hundreds of email templates into Dynamics. These email templates were exported from a legacy system.

Is there a way to create or import email templates in bulk, rather than entering/copy-pasting them into Dynamics one by one?

Any insight on if there’s a better way to do this other than one by one would be greatly appreciated!

Cristian

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  • LuHao Profile Picture
    40,892 on at

    Hi Criabell,

    We can bulk import email templates into D365 as a solution.

    First, create a new solution in the old instance and add email templates.

    pastedimage1579068581645v1.png

    After adding the email templates, save and publish the solution, then export it.

    pastedimage1579068925186v2.png

    Go to the new instance, import the solution, these email templates will be created into the new environment in batches.

    pastedimage1579069107315v3.png

    For details on exporting solutions, please refer to this document: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/export-solution

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