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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Can we make default se...
Customer experience | Sales, Customer Insights,...
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Can we make default selection to "Regarding" field instead "To" when we insert the Email Template in Email Body?

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Posted on by PrakashM 62

Hi Team,

Can we make default selection to "Regarding" field instead "To" when we insert the Email Template in Email Body? Currently the default selected field name is "To". We have all the Email templates created for Incident("Regarding") only. So, we want the ability to select/insert Incident template directly.

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I have the same question (0)
  • tesla3driver Profile Picture
    tesla3driver 113 on at

    Hi,

    did you find any solution for this looking for the same behavior, I guess we probably could manipulate this with JS.

    regards

    Martin

  • Žarko Radevic Profile Picture
    Žarko Radevic 4 on at
    I would also like to do the same, had an unsupported script which chose "Regarding" and "clicked" the Select button automatically, but it stopped working now with new UI. There is a setting in System Settings -> Email -> Skip select record dialog, but it takes To field as default context for templates and I would like that to be regarding Case. Should be a setting to chose from default context record.
  • CU19060321-0 Profile Picture
    CU19060321-0 2 on at
    This is a good point. It would definitely be more efficient if the default field for inserting email templates was 'Regarding' instead of 'To' when dealing with incident-related templates love tester
  • Leatherfacet Profile Picture
    Leatherfacet 15 on at
    @Žarko Radevic Did you managed to solve this or got your script working again?

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