How to add email template from Dynamics 365 App for Outlook

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Hello Everyone,

It’s been while i haven’t blogged about Dynamics 365 Customer Engagement.

Now i have some spare time where i can share a feature on the Dynamics 365 App for Outlook.

A lot of Dynamics 365 Customer Engagement end clients had a requirement of sending same type of emails to their on boarded customers, so composing the same email for customers is a lot of manual task and time consuming.

There is a feature on Dynamics 365 App for Outlook, when composing an email you can add the email template and that template will pick up the contact information from Dynamics 365 and email is composed automatically with all the details.

You can add following to your email body:
1. Add Template
2. Add Sales Literature
3. Add Knowledge Articles

so let’s see “Add Template”  in action..

Open your Outlook( i assume your outlook have Dynamics 365 App for outlook is in Sync.. if not you need to enable your mailbox in Dynamics 365 Customer Engagement.

Once you open the Outlook click on new email to send out the email to your customer for on boarded welcome email.

Insert the “To” email and click on the Dynamics 365 Icon.

“Make sure the recipient should be in Dynamics 365 as lead, contact or user otherwise App will not allow to add the template document.”

Now choose the template which you will get as default email templates or you can design new template and upload to the Dynamics 365 if you have a permissions otherwise you can request Dynamics 365 System Administrator to help with import the template for you.

Click on the “Select” template and select the template you want add to the email, for example i have chosen “Thank you for registering with us” email template..

Now you will see the chosen template and click “add to email” see below screen shot.
Once you click on the “Add to Email” email template will be added to the body of the email and  you want to make any changes to the email on the body section you can and send email to your contacts.
I hope this helps.
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