Compose email with new insert template
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, automatically | - | 
Aug 1, 2022 |
Oct 1, 2022 |
Business value
Email templates enable customer service agents to create consistent, professional, preformatted email messages that can be used to communicate with customers. With this feature, agents can insert an existing email template to their email in a fast and easy way and helps save their time.
Feature details
The enhanced insert template experience enables you to perform the following actions:
- Select any view from the list, grid and tile view in the template gallery. As an administrator, you can default a particular view for all the users. For more information, see Configure the default email template selection view.
- Search for a template based on the title, subject, description, and content of the email template.
- Filter the list of templates using a standard set of filters. You can also enhance the filter by adding custom attributes.
See also
Find email templates faster in Customer Service (blog)
Insert an email template (docs)