Select Settings > Templates > Email templates. 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. Select a recently-used template or search for a specific template.Save time when creating multiple email messages by making email templates.To apply a template when composing a new email: Select who you would like to share the template with.Enter an email subject, body, and any additional content you want.Have an admin or owner ensure the Email ClickApp is enabled. The following instructions apply to both Task view 2.0 and Task view 3.0. Watch the following ClickTip video on creating email templates! Users in Business Plus and Enterprise Workspaces must have the Send Email (Email ClickApp) custom email permission toggled on by an admin or owner to create email templates.Guests can't use Email in ClickUp or create email templates.The Email ClickApp must be enabled by an owner or admin.Email templates are available on the Business Plan and above.For example, teams can use templates for hiring, customer service tickets, billing questions, and more! What you'll need Email templates save you time when you need to send saved responses.
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