Enhancement in Email Template

InogicDyn365CE3 years ago7 Views


Introduction:

To create accurate content in the Email Template, Dynamics 365 CRM added Default Value feature in it. With the help of Dynamics Text, now you can set dynamic content in the Email Template. And in case if it doesn’t find the dynamic value then it will show the default value.

Let’s see how to set Default Value in the Email Template.

Login to https://admin.powerplatform.microsoft.com/

Select the Environment to click on more options -> Settings -> Templates ->Email Template->New Template->Select Email Template Type->Ok

Enhancement in Email Template

Point to the cursor where you want to add the Dynamic Text and click on the “Insert Dynamic Text” button from the ribbon bar.

Enhancement in Email Template

If you have not selected where you want to add dynamic text and click on the Insert Dynamic Test button then the below alert message will be shown.

Enhancement in Email Template

Once you click on “Insert Dynamic Text”, the “Edit Dynamic Text” window will be shown. Here, you can add Dynamic Text.

Enhancement in Email Template

As shown below screenshot, I have taken Record…



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