Find email templates faster with the new Insert Template dialog – Dynamics 365 / Dataverse

The new insert template dialog box adds features to quickly find and insert the appropriate email template. For the below email record, we have a contact, account, and user type record selected in To (Regarding), click on Insert Template to open the dialog box. The new dialog box allows selecting the view for filtering the … Continue reading “Find email templates faster with the new Insert Template dialog – Dynamics 365 / Dataverse”