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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, Power Platform, and Cloud for Industry release plans.
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Business value
Email templates enable customer service agents to create consistent, professional, preformatted email messages that can be used to communicate with customers. At times when the number of email templates is high, it becomes difficult to find the right template quickly. With this feature, agents can find the templates faster by using preconfigured views of templates that have persisting filters. The record selector dialog box will be integrated in the selection pane to reduce the clicks required to select an email template, thereby reducing the time to select an email template and improving agent productivity.
Feature details
With the enhanced email template selection experience, agents can:
- Use preconfigured views of templates to find the right template quickly.
- Switch between views of templates that have persisting filters.
- Reduce extra clicks and time with the integrated record selection in the template selection dialog box.