Create & Insert New Dynamics eMail Template

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:17 AM by Kevin Schmidt - HCPro

Go to Dynamics: https://ahima.crm.dynamics.com and log in to Dynamics using standard AHIMA SSO. Select one of the apps accordingly (e.g. AHIMA-Sales, AHIMA-AMS, AHIMA_Foundation, etc.).

Creating email templates can increase your team's work efficiency and expedite communication across accounts and contacts. There are two ways of creating a new email template. This is a step-by-step instructional solution on how to create a new email template in Dynamics.

If you receive an error message during the email template creation process, please submit a ticket to AHIMA HelpDesk for advanced support.

Create New eMail Template

1. In Dynamics, navigate to the Activities entity from the left-hand nav.

2. In the Activities page, click Email from the top toolbar to compose a new email.

3. Edit the email contents (optional), or proceed to step 4.

4. Click on the downward-facing caret (v) next to Insert Template and select Convert to an email template from the drop-down list.

5. Complete the required template set-up fields:

Template name: Assign your email template a detailed name you want to save for future use.
Permission level: You can share the template you create with your Organization or as Individual for personal use.
Category: The default for this field is set to User. Recommended: select the entity you want your email template to link to, or select “Global” to create a template that is available to any record type.
Language: Default is English (United States)

Note: template type will determine which entities/fields will be available to merge into the email template, as well as what record types can access the template.

For instance, if Global is selected as the template type, only the User entity is available for mail merge, but the template will be available to all record types. If Contact is selected as the template type, fields from both the Contact and Account entities are available to add to the email template, but the template will only be available for Contact records.

6. Click Convert

7. Once the email template is processed, you will be redirected to an email template editor page where you can continue to make edits, save or delete.

8. To add data fields from Dynamics 365, click on insert dynamic text (may need to click to expand ellipsis)

9. Select the Record Type (entity default based on category selected during set up) and Field Name you would like to insert in to the email body, then click Insert.

10. Once you've formatted an email template, select save or save and close.

Apply eMail Template to Email Draft

1. Click to compose new email and add recipient in the To field (required).

2. In the email draft, select Insert Template from the top toolbar.

3. Scroll or search to find the email template to insert. By clicking the dial button, you can preview the template before inserting to your draft email.

4. Once you've found the desired email template, click Apply template.

5. Click Send.

(Alternate Template Configuration) Create New eMail Template in Settings

1. Click on the settings gear on the right side of your navigation bar, then choose Advanced Settings from the dropdown menu to open in a new browser window.

2. From the navigation bar, go to Settings > Business > Templates

3. Click on Email Templates,

then click New.

4. Choose the email template type by selecting an entity to link your template to, or select “Global” to create a template that is available to any record type, then click OK:

Note: template type will determine which entities/fields will be available to merge into the email template, as well as what record types can access the template.

5. Edit your template

Template name: Assign your email template a detailed name you want to save for future use.
Permission level: You can share the template you create with your Organization or as Individual for personal use.
Category: The default for this field is set to User. Recommended: select the entity you want your email template to link to, or select “Global” to create a template that is available to any record type.
Language: Default is English (United States)

6. To add data fields from Dynamics 365 to the email template, click Insert dynamic text.

7. Select the Record Type (entity default based on category selected during set up) and Field Name you would like to insert in to the email body, then click Insert.

8. Click save or save and Close.

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