Blogs & News
Dynamics 365 CRM – Email Templates now in Unified Interface
2 December 2021
Wave 2 2020 updates the classic email template designer into the Unified Interface adding full rich text editing so that it lines up with the regular email editor functionality. You can also now create templates from an email.
If you are not using them presently then email templates are boilerplate emails that can be inserted into an email you are drafting both speeding up email creation and setting consistency throughout your organisation. The temple can also contain fields from the CRM record, so you do not have to rekey them. If you need to slightly tailor the email before or after the template has been inserted that can be done too.
This 4 minute video shows you what this looks like:
How do I get these email templates?
If you are on Dynamics 365 CRM in the cloud you will get these changes when Wave 2 2020 is applied to your system.
If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or firstname.lastname@example.org
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.
Connect your sales, marketing, and service teams with Microsoft Dynamics 365 CRM – breaking down any data silos.
Microsoft Dynamics 365 can deliver dynamic insights to transform your sales team and build lasting customer relationships
Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.
Work smarter with built-in business intelligence by tracking all your customer interactions – analyse buying patterns, track trends and work out what customers will want using advanced data.
Speak to a member of the GCC team to find out more.