Dynamics 365 Sales
Category
Oct 22, 2023
Published date
Text
Article Type
AI Summary
- The article discusses how to enable the Enhanced Email Template editor for Dynamics 365 Sales Hub.
- The Enhanced Email Template editor is enabled by default for Customer Service workspace and Customer Service Hub apps.
- To enable the Enhanced Email Template editor, you need to create or open an existing solution and add the "Setting" component.
- Set the value of the "Value can be changed for" option to "Environment and apps" or "Apps Only" to enable it for specific apps.
- Add the Sales Hub app to the solution and set the value for the Sales Hub app to "Yes".
- Publish all customization to apply the changes.
- After enabling the Enhanced Email Template editor, a new Editor tab will be added for the new Email Template record inside Sales Hub.
- The new editor allows users to drag and drop elements and specify properties for the layout section.
- The new email template editor has a consistent design with the email editor in Dynamics 365 Marketing.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 EditorWe 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 HubOn 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..
Registered users can view the full text for FREE!
Sign In Now!