In the Microsoft Power Platform admin center, select an environment. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.įollow the steps in View your user profile.ĭon’t have the correct permissions? Contact your system administrator. You can also create global templates that are available for any record type, or personal templates available only to you, or organizational templates available to anyone in your organization. ![]() Typically, each type of email activity has its own email template type for example, an email activity created from a case record would use a case email template. Email templates contain prefilled data that you specify, so you don't have to re-enter the same information for each article.Īn email template is attached to an email activity after the activity is created. Save time when creating multiple email messages by making email templates.
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