How to – enable the enhanced email template editor in Model-driven Apps(Dynamics 365 / Dataverse)


Below is what our existing or current Email Template editor looks like (Sales Hub >> Personal Settings >> Email templates)

Let us now enable the Enhanced Email Template editor for the App / Environment (it is enabled by default for Customer Service workspace and Customer Service Hub apps)

Create or Open an existing solution, Add existing >> Setting >> Enable the New Email Template Editor

We can set the value as Yes for the Setting environment value to apply it for the environment.

To enable it for a specific app, make sure we have the option “Environment and apps” and “Apps Only” selected for Value can be changed for option.

To specify the app(s) for which we want to enable the new email template editor, we need to add that corresponding app to the solution.

Here we have added the Sales Hub.

Add Existing >> App >> Model-driven App >> Sales Hub

On adding the Sales Hub App, we get the option to set the value for the Sales Hub app, which we have set as Yes.


Publish all customization.

We can now see the new Editor tab added for the new Email Template record inside Sales Hub.

We can drag and drop, and specify properties, of the layout section and elements in the new editor.

The new email template editor uses the same design as the email editor in Dynamics 365 Marketing, making it more consistent across the different apps in the platform.

Get all the details here.

Hope it helps..

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Author: Nishant Rana

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

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