To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views.
Here are the steps to access this feature-
Step 1: First, the administrator should have to set the Skip Select Record dialog to yes in the Advance Settings. Change the value of the Skip Select Record dialog as below:
Go to Advance Settings > Administration > System Settings > Email > Under Enhanced E-mail Template Selection experience > Skip Select Record dialog > Set to Yes
Step 2: To access the email templates that you have created, you need to click on the Insert Template ribbon button as seen below:
Step 3: After clicking, a dialog will be displayed that displays email templates that are available for the users.
Search: Searching the templates based on name, content,…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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