Tag Archives: email template

Email Template Selection Enhancement within Microsoft Dynamics 365 CRM

To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views. Here are the steps to access this feature- Step 1:… Read More: Email Template Selection Enhancement within Microsoft Dynamics 365 CRM »

Enhancement in Email Template

Introduction: To create accurate content in the Email Template, Dynamics 365 CRM added Default Value feature in it. With the help of Dynamics Text, now you can set dynamic content in the Email Template. And in case if it doesn’t find the dynamic value then it will show the default value. Let’s see how to… Read More: Enhancement in Email Template »

Now design Email Templates with HTML content and formatting in Microsoft Dynamics 365 CRM

Introduction Since the time that I have been using CRM and had email templates around, I do not remember it receiving any major updates. It had a basic email designer that provided for some basic formatting options and that kind of served its purpose. Anybody needing more could always draft the email content in a… Read More: Now design Email Templates with HTML content and formatting in… »

Power Automate: Send an email using the Email Template – Part 2

Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More: Power Automate: Send an email using the Email Template –… »

Power Automate: Send an email using the Email Template – Part 1

During an online conference with Power Platform experts, a technical enthusiast asked an important question: “What options do we have for emailing using templates on specific events or actions in Dynamics CRM?” A panelist responded that traditionally this was achieved using: Classic workflows with Send Email and Use Template actions, or Plugins using InstantiateTemplate and… Read More: Power Automate: Send an email using the Email Template –… »

Sending Marketing Newsletter From Dynamics CRM

If you want to send marketing newsletter(or any content that has HTML content) to all your Leads/Accounts/Contacts by using Quick Campaign by Email using Email template then you can select the accounts/leads/contacts for which you want to send the newsletter and create quick campaign as shown below. In case you want to send newsletter to specific… Read More: Sending Marketing Newsletter From Dynamics CRM »

Retrieve and Instantiate Global Email Template

Have you ever Retrieved or Instantiated an email template? If the answer to this question is YES, then you might be knowing the required parameters we need to have in place in order to do so. For those of who aren`t aware of it then this blog would help you understand the tidbits involved. We… Read More: Retrieve and Instantiate Global Email Template »

How to send email through email template which contains image links in email body

Once we observed that creating a new email activity using an email template with some images in its body does not come through properly and only image links appear in the body.During our research, we found another way to send an email with the above same email template in it. The steps to perform this… Read More: How to send email through email template which contains image… »