Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1


With 2020 Release wave 1 we have new features added to email templates selection, which makes it more intuitive and easier for the users to pick the correct template.

In 2019 Release wave 2 à

Clicking on the Insert Template button will open up a dialog box to specify language and search for the template.

In 2020 Release wave 1 à

Clicking on the Insert Template button will open the Email Templates Dialog box which will list down templates for selection based on the recipient selected.

And if we have 2 different types of recipients it asks us to select the recipient first to populate the template accordingly.

Search option lets us filter the templates further

We can also preview the messages before applying the template.

Also click on the Email button on the Activities window, opens the new email form as model dialog

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Also check out

Opportunity Product enhancements in 2020 Release wave 1

https://nishantrana.me/2020/02/10/opportunity-products-enhancement-in-dynamics-365-for-sales-2020-release-wave-1/

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

8 thoughts on “Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1”

  1. Speaking as a customer that just wants a one click then pick from a single list of context specific templates, this is another giant step backwards. In the web version we could hack the insert template button(s) now I’m at a loss on what to do to bypass all these choices in UCI. I only have one recipient type for the purposes of selection and i need it to be custom select view based on context.

    I can only hope they have provided hooks to override all these ‘improvements’. What is the extensibility model on this selection.

    Like

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