Easier selection of email templates

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, automatically	-	Feb 3, 2020	Apr 1, 2020

Business value

Sales organizations use email templates to ensure consistency and to create deeper engagement across customer communications.

Dynamics 365 Sales automates data entry in emails by mapping template text to field data and automatically fills in these values in emails. Standardized content saves sellers time and effort in crafting common messages.

As part of our commitment to simplifying experiences across the product, we are introducing enhancements to the email template selection experience. These improvements will help sellers take advantage of email templates effortlessly—unifying communications across the organization and improving productivity.

Feature details

• Select an email template from the gallery intuitively: Benefit from a list of all available email templates from which to scroll and find the most relevant one.
• Get a quick view of the template before selecting it: Preview templates from a list that displays highlighted titles so context is clear prior to making a selection.
• Benefit from categories to simplify template lookup: View templates via categories, such as those recently used or added to help quickly identify the relevant one.

Note

This feature is available in Unified Interface only.
This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.

See also

Insert an email template (docs)