Save 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.

This capability is used internally by the email template creation form to save your new template to Dynamics 365.

What it does

When you click Save in the email template creation form (opened by "create email template"), the assistant creates the template record in Dynamics 365. The saved template includes the name, subject, body, description, template type, language, and permission level (personal or organization-wide) that you set in the form.

You don't invoke this directly. It runs automatically when you save from the template creation form.

Try prompts like

• "Create a new email template" (opens the form; Save triggers this action)
• "Make a template called 'Customer Follow-Up'"
• "Create an email template for case closures"

What you'll see in chat

The assistant confirms the template was saved successfully and returns the new template ID. If there was an issue (such as a missing required field), you'll see an error message explaining what needs to be corrected.

Helpful tips

• The template name (title) is required. Make sure you fill it in before saving.
• Personal templates are visible only to you. Set the permission to Organization to share with your team.
• The default language is English (1033). Change the language code if you're creating templates in other languages.
• If the save fails, check that all required fields are filled in and try again.

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 for this case"

Does this change data?

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

The template is stored permanently and available for future use in email composition workflows.

Prerequisites

This tool requires the following:

• Template author role

Learn more in Configure email.

Tool summary

Property	Value
User-facing name	Save Email Template
Internal tool name	save_email_template
Purpose	Creates a new email template record in Dynamics 365

Tool behavior

Creates a new email template record in Dynamics 365. Called from the create_email_template widget when the user clicks Save. Not intended for direct invocation by the agent - the widget manages the save flow.

Annotations

Annotation	Value	Meaning
readOnlyHint	false	This tool creates data - Microsoft 365 Copilot prompts for confirmation.
destructiveHint	false	Creating a template is additive, not destructive.
idempotentHint	false	Each call creates a new template - not safe to retry.
openWorldHint	Not set	Uses default (queries Dataverse).

Input concepts

Template identity

Input	Description	Required
title	title (template name, required).	Yes

Content

Input	Description	Required
subject, body, description	subject (email subject line), body (email body HTML), description (optional template description).	No

Classification

Input	Description	Required
templateTypeCode	templateTypeCode (Dataverse templatetypecode picklist value, e.g. 112 for Case), languageCode (LCID, e.g. 1033 for English - defaults to 1033).	No

Permissions

Input	Description	Required
isPersonal	isPersonal (true = Personal/owning user only, false = Organization/shared - defaults to true).	No

Response and UI behavior

Response type

Text-only

No interactive component is rendered. The tool returns the new template's ID as confirmation.

Routing notes

Use save_email_template for:

• Internal widget use only - called when the user clicks Save in the template creation form

Don't use save_email_template directly:

• To open the template creation form - use create_email_template
• The agent should not call this tool directly - it's invoked by the widget

Related tools

Tool	Relationship
create_email_template	Opens the template form widget (upstream - calls save_email_template on Save)
recommend_email_templates	Lists existing templates
apply_email_template	Applies an existing template to a case

Data mutation classification

Write / mutation.

This tool creates a new email template record in Dataverse. M365 Copilot prompts the user for confirmation before execution.