Find email templates faster with the new Insert Template dialog – Dynamics 365 / Dataverse
The new insert template dialog box in Dynamics 365 allows users to quickly find and insert the appropriate email template. The dialog box allows users to select a view for filtering email templates and update the filter to find the required template. The Record options allow filtering views based on the record type specified in the To (Regarding) field. The enhanced email template selection is enabled by default for Customer Service Workspace and Customer Service Hub Apps. To enable it for other Model-driven apps, add and enable the "Enable the New Insert Template Dialog" setting in the solution.
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