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Enhanced experience of using email templates while composing an email

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Apr 1, 2022

Business value

Email templates are a fast and easy way to send repetitive and recurring emails to multiple customers. They help save time and provide a way to create consistent, professional, preformatted email messages that can be used when communicating with customers. Users can insert an existing template while composing an email.

Feature details

The new insert template experience will provide users with a new template gallery that has multiple views and search capabilities that are based on title, subject, description, and content. It also includes a standard set of filters that can be enhanced with custom fields.

See also

Create email templates (docs)