How to Create an Email Template in Microsoft Dynamics 365?

How to Create an Email Template in Microsoft Dynamics 365?

Email template is attached to an email activity after the activity is created. You can create email templates that can be used by all the users in your organization.

Step 1: Settings > Templates and then click Email templates.

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Step 2: Select New. In the email template type dialog box open.

Step 3: In The template type list,select the type, and then OK button.

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Step 4: Now we will open the email template form .Enter title and a description. In the subject field enter the text that you want to appear in the subject line of your email message sent to the user. Click Save.

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Step 5: Enter the name of the Email Template. Click Save and close.

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Step 6: Added Email Template.

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Step 7: We have successfully Created Email Templates in Dynamics 365.

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Riddhi Faldu

Riddhi Faldu

Riddhi is a firm believer of serenity and writing is something that keeps her grounded. Being a Computer Engineer by qualification, understanding and writing about tech comes to her naturally. It wouldn't be wrong to call her diligent as she likes pushing herself and others to bring the best on table. In leisure time, she likes practicing calligraphy and wishes to master the beautiful concoction of ink and words.

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