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Find email templates faster with the new Insert Template dialog Dynamics 365 / Dataverse

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#dialogbox

#emailtemplates

#filtering

#inserttemplate

#recordoptions

Dynamics 365 Customer Service

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Nov 12, 2023

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AI Summary

  • The new insert template dialog box in Dynamics 365 enables users to quickly find and insert the appropriate email template.
  • The dialog box allows users to select a view for filtering the email templates.
  • Users can update the filter in the dialog box to find the required template.
  • The record options in the dialog box allow users to filter the views based on the record type specified in the To (Regarding) field.
  • Users can choose between List (default), Grid, or Tiles view for the email templates.
  • The options for the dialog box can be controlled in Advanced Settings >> System Settings >> Email tab, including specifying the default view and showing or hiding the Record and Filter options.
  • The enhanced email template selection is enabled by default for the Customer Service Workspace and Customer Service Hub Apps.
  • To enable it for other Model-driven apps, the setting "Enable the New Insert Template Dialog" needs to be added and enabled in the solution.

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