Contextual email communication
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| End users by admins, makers, or analysts |  Feb 3, 2020 |
- | Apr 1, 2020 |
Feature details
With a rich text editor and a pop-up, non-blocking window, composing email has never been better in Dynamics 365 Sales. Salespeople will be able to write email with context of the record they are working on, navigate between records, have multiple active draft emails open simultaneously, preview the content before sending, add attachments, and use email templates to optimize commonly used tasks. The email opening up in a non-blocking window gives salespeople all the relevant content at a glance while they compose their email to the customer.
Note
This feature was released for public preview in October 2019. More information: Contextual email communication in Dynamics 365: 2019 release wave 2 plan
Note
This feature is available in Unified Interface only. This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.