Set up enhanced email

Set up the enhanced email experience so sales reps can compose and send email without leaving the context of what they are working on.

Important

The enhanced email experience is available only for email activities created from the Timeline section of any model-driven app.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

Enable the enhanced email

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

Sales Premium and Sales Enterprise

If you have the Sales Hub app, follow the instructions in this tab. Otherwise, follow the instructions in the Sales Professional tab to configure the option in Power Platform.

1. At the bottom of the site map, select Change area and then select App Settings.

2. In the site map, select Overview.

3. On the Overview page, under Productivity tools, select Manage for Enhanced email for timeline.

   

4. On the Productivity tools page, move the Enhanced email for timeline toggle to Yes.

   

5. Select Save.

Sales Professional

If you're using a custom app or Sales Professional app, you can enable or disable the enhanced experience from System Settings in Power Platform.

1. In your app, select the Settings icon, and then select Advanced Settings.

   

   The Business Management page opens in a new browser tab.

2. On the navigation bar, select Settings, and then under System, select Administration.

3. Select System Settings.

4. On the System Settings window, go to the Email tab, and select Multitask, compose, and save drafts using email pop-up windows when creating email from timeline.

   

5. Select Ok.

Considerations

The following considerations apply to the enhanced email experience:

• The enhanced email popup requires a screen size of at least 600 x 840 pixels. If the screen size is smaller, the general email composer will be displayed. Also, the email popup with enhanced experience in not supported on mobile phones.

• Navigating to other records is not possible when you open the enhanced email popup.

• You can open up to three email popups simultaneously.

Can't find the options in your app?

There are three possibilities:

• You don't have the necessary license or role.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See also

Send email using the enhanced email experience