Tip #1254: Design Dynamics 365 email templates with the new email editor

In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates.

While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email editor.

  1. Create an email in Unified Interface
  2. Add your fancy schmancy formatting
  3. CTRL+a and CTRL+c to select all of the contents of the email body/description.
  4. Create a new email template in the Advanced Settings area.
  5. Select the template body field and CTRL+v to paste the contents.

This will maintain most of the formatting, including images. You can then add in your template specific merge fields.

Cover photo by unsplash-logoPeter Lewicki

3 thoughts on “Tip #1254: Design Dynamics 365 email templates with the new email editor

  1. […] Design Dynamics 365 email templates with the new email editor […]

  2. Chris says:

    How are you adding the image to the email? Is it using a link to a hosted image, or is it copied in from the clipboard?

    Pasting from the clipboard doesn’t seem to work for me.

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