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

This slideshow requires JavaScript.

Also check out

Opportunity Product enhancements in 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.


Leave a Reply to David Hughes Cancel reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Clavin's Blog

Power Automate - Power Apps - SharePoint Online - Azure - Nintex - K2 - Artificial Intelligence

Sat Sangha Salon

An Inquiry in Being

The Indoencers

The Influencers & Influences of Indian Music

Monika Halan's blog

Hand's-free money management

D365 Demystified

A closer look at Microsoft Dynamics 365.

Microsoft Mate (msftmate) - Andrew Rogers

Experienced consultant primarily focused on Microsoft Dynamics 365 and the Power Platform


Specific topics by Django Lohn on the whole Microsoft365 Stack

Manmit Rahevar's Blog

One Stop Destination for Microsoft Technology Solutions


Blog Fiction


Naturally Curious

Brian Illand

Power Platform and Dynamics 365

Steve Mordue MVP

A Microsoft Business Applications MVP

Subwoofer 101

Bass defines your home theater

SQLTwins by Nakul Vachhrajani

SQL Server tips and experiences dedicated to my twin daughters.

Everything D365

Discovering Azure DevOps and D365 Business Applications

Tech Wizard

Lets do IT Spells

Two Bite Tips

Valuable Tips To Grow Your Business

XRM Tricks (Power Platform & Dynamics CRM )

Power Platform & Dynamics CRM


Mail to for queries and suggestions

Giving back to the community what I have learned

xrm CRM Dynamics

Dynamics CRM Technical & Functional Info

Dynamics 365 Blogs - Explained in unique way

Sometimes you need to look at things from different perspective.

CRM Keeper

Dynamics 365 Customer Engagement, CRM, Microsoft CRM, Dynamics CRM


Step into the world of a Dynamics 365 Consultant

Dianamics PCF Lady

Diana & Dynamics 365 & Power Platform

Sara Lagerquist

No Code Customization Concepts


developer, designer, writer, fun loving, patriotic, humble and a sweet person inside out :) love and respect people who have a great sense of humor.

Temmy Wahyu Raharjo

Dreaming to be a clean coder and TDD minded programmer.

Transform 365

We blog about problems we face and code we write to help others

Virendra Agrawal's Blog

Blogs, News and Insights of Dynamics 365 world

Jukka Niiranen

Thinking forward about Microsoft Power Platform

Amar Singh

Share your knowledge. It’s a way to achieve immortality.

Lokin Shah

Dynamics 365 - Sharing edge cases and ideas

%d bloggers like this: