Create email template

Note

This tool is available by default on the following MCP servers: Dynamics 365 Customer Service. The tools and examples in this documentation illustrate current capabilities. Tool names, descriptions, parameters, response formats, and available functionality can change over time.
When you build agents, integrations, or orchestration logic, don't hard-code dependencies on specific tool names, parameter structures, tool metadata, or response schemas. Instead, design your solution to discover and use available tools at runtime.
As the platform evolves, Microsoft might add, remove, rename, or modify tools and tool metadata. Designing against capabilities rather than specific tool identifiers helps maintain compatibility across service updates.

Use this capability when you want to create a new email template that you or your team can reuse for common customer communications.

What it does

The assistant opens an email template creation form inside chat where you can author a new Dynamics 365 email template. You can set the template name, subject, body, description, and template type (for example, Case, Account, or Contact). If you mention details in your prompt, the form opens with those fields pre-filled.

When you're satisfied with the template, select Save in the form to create it in Dynamics 365. The template is then available for future use when composing emails or applying templates to cases.

Try prompts like

• "Create a new email template"
• "Make a template with subject 'Case Resolution Notification'"
• "Create an email template for case closures"
• "New email template called 'Follow-Up Request'"
• "Create a template for requesting additional information"
• "Make a case email template with a thank-you message"

What you see in chat

The assistant displays an email template creation form as an app-in-chat component. The form includes fields for the template name, subject line, body, description, and template type.

Helpful tips

• Include the template subject or name in your prompt to pre-fill the form. For example, "create a template with subject 'Escalation Notice'" saves you a step.
• Choose the correct template type so merge fields resolve properly. Use Case (112) for case-related templates.
• Personal templates are visible only to you. Organization templates are shared with your team.
• You can use HTML formatting in the template body for rich-text emails.

What happens next

After the template is saved, you can continue with prompts like:

• "Apply that template to this case"
• "Recommend templates for this case"
• "Create another template"
• "Draft an email using the new template"

Does this change data?

Yes. Saving the template creates a new email template record in Dynamics 365.

The creation form itself is read-only until you select Save. When saved, the template is stored in Dynamics 365 and available for future use.

What you can do from the app-in-chat component

From the template creation form in chat, you can:

• Enter or edit the template name, subject, and body
• Set the template type (Case, Account, Contact, and others)
• Add an optional description
• Save the template to Dynamics 365

Prerequisites

This tool requires the following:

• Template author role

Learn more in Configure email.

Tool summary

Property	Value
User-facing name	Create Email Template
Internal tool name	create_email_template
Purpose	Opens the email template creation form widget so the user can author a new Dynamics 365 email template

Tool behavior

Opens the email template creation form widget so the user can author a new Dynamics 365 email template. Accepts optional pre-fill values for title, subject, body, and template type. The actual Dataverse write happens via save_email_template when the user clicks Save in the widget.

Annotations

Annotation	Value	Meaning
readOnlyHint	true	Microsoft 365 Copilot skips the confirmation prompt. The widget manages persistence via save_email_template.
destructiveHint	Not set	Not applicable (opens form for authoring).
idempotentHint	Not set	Not applicable (each call opens a form session).
openWorldHint	Not set	Uses default (queries Dataverse).

Input concepts

Template content

Input	Description	Required
title, subject, body, description	title (template name), subject (email subject), body (email body - HTML accepted), description (optional template description).	No

Template type

Input	Description	Required
templateTypeCode	templateTypeCode (Dataverse templatetypecode picklist value, e.g. 112 for Case, 1 for Account, 2 for Contact, 8 for User).	No

Response and UI behavior

This tool renders an interactive template creation form.

This MCP tool is supported by an MCP app.

Response type

Interactive component (app-in-chat)

The widget displays a form with fields for template name, subject, body, description, and type. The user fills in or edits the pre-populated fields and clicks Save.

Routing notes

Use create_email_template for:

• "Create a template", "new email template", "make a template"
• Authoring new reusable email templates

Don't use create_email_template when:

• The user wants to use an existing template - use recommend_email_templates then apply_email_template
• The user wants to compose a one-off email - use draft_email

Related tools

Tool	Relationship
save_email_template	Persists the template to Dataverse (called by the widget on Save)
recommend_email_templates	Lists existing templates for a case
apply_email_template	Applies an existing template to a case
draft_email	Composes a one-off email (not a template)

Data mutation classification

Read-only entry point with downstream mutation potential.

The tool is marked readOnlyHint: true and only opens the form widget. The actual Dataverse write occurs when the user selects Save, which triggers save_email_template.