Communication with customers is very important. After something progresses with their order, it is helpful to send the customer an email. In this article, learn how to set up a D365 email template. Email templates allow businesses to format the emails to match their brand. Additionally, context-specific information, such as the order ID, delivery address, or other values, can be included in the email. Emails can be sent when specific events occur, such as when an order ships. Or they can be sent out based on users’ actions. Either way, email templates help ensure they look professional and are informative.
Create A D365 Email Template
To create a D365 email template, follow these steps.
First, navigate to Organization administration>Setup>Organization email templates.
Second, click the ‘New‘ button.
Third, set the ‘Email ID‘, ‘Email description‘, ‘Sender name‘, ‘sender email‘, and ‘default language code‘.
Fourth, click the ‘New’ button in the ‘Email message content‘ grid, and set the ‘Language‘ and ‘Subject‘ fields.
Finally, click on the ‘Edit‘ button above the grid or the ‘Email message‘ button at the top. A dialog will open which will prompt you to upload an email template.
Upload The HTML Email Template
Unfortunately, the system does not provide an edit field in order to type in the email template. Instead, you must use an outside editor, such as Notepad, to create the email template file, then upload the file using the ‘Browse‘ button.
Importantly, the D365 email template must be written in HTML. Then, certain placeholders can be specified in the text, which will be replaced by the system with the associated information from the order the email is about.
To better understand first look at this example that Microsoft provided in their demo data:
<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN" "https://www.w3.org/TR/html4/strict.dtd">
<html lang="en">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
<style type="text/css" nonce=""> body, td, div, p, a, input { font-family: arial, sans-serif; } </style>
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<title>Your Fabrikam order details</title>
<style type="text/css" nonce=""> body, td { font-size: 13px; } a:link, a:active { color: #1155CC; text-decoration: none; } a:hover { text-decoration: underline; cursor: pointer; } a:visited { color: ##6611CC; } img { border: 0px; } pre { white-space: pre; white-space: -moz-pre-wrap; white-space: -o-pre-wrap; white-space: pre-wrap; word-wrap: break-word; max-width: 800px; overflow: auto; } .logo { left: -7px; position: relative; } </style>
</head>
<body>
<div class="bodycontainer">
<table width="100%" cellpadding="0" cellspacing="0" border="0" class="message">
<tbody>
<tr>
<td colspan="2">
<table width="100%" cellpadding="0" cellspacing="0" border="0">
<tbody>
<tr>
<td>
<div style="overflow: hidden;">
<font size="-1">
<div style="margin:0;padding:0">
<div style="background-color:#eeeeee;color:#1a1a1a;font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;font-weight:normal;line-height:22px;margin:0;padding:0">
<table style="border-collapse:collapse;margin:0 auto;padding:0;width:640px;background-color:#fff" align="center">
<tbody>
<tr>
<td style="margin:0;padding:0 20px;vertical-align:top">
<table style="border-collapse:collapse;margin:0;padding:0;width:100%">
<tbody>
<tr>
<td style="margin:0;padding:0;vertical-align:top;line-height:18px;font-size:14px">
<table style="border-collapse:collapse;margin:0;padding:0;width:100%;border-bottom:1px solid #eeeeee">
<tbody>
<tr>
<td style="margin:0;padding:22px 0;vertical-align:top"> <a style="color:#1570a6;text-decoration:none" href="https://palladium-eval.fabrikam.com" target="_blank"> <img style="border:0;border-style:none;display:block;line-height:100%;outline:none;text-decoration:none" src="[[LOGO_PUBLIC_URL]]" alt="Fabrikam Online logo"> </a> </td>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:20px 0;vertical-align:middle;text-align:right"> </td>
</tr>
</tbody>
</table>
</td>
</tr>
<tr>
<td style="margin:0;padding:0;vertical-align:top">
<table style="border-collapse:collapse;margin:0;padding:0;width:100%">
<tbody>
<tr>
<td style="margin:0;padding:0;vertical-align:top">
<h1 style="line-height:28px;font-family:'Segoe UI Light','Segoe WP Light','Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:32px;font-weight:normal;margin:0 0 20px 0"> Thanks for shopping with us! </h1>
</td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:10px 0;vertical-align:top"> Thank you for your order. We'll send a separate email with tracking information when we're ready to ship. Excited to get it out to you! </td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:10px 0 20px 0;vertical-align:top">
<table style="border-collapse:collapse;margin:0;padding:0;width:auto">
<tbody>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0 25px;vertical-align:middle;background-color:#4C833A;color:#fff;height:38px;text-align:center"> <a style="color:#fff;text-decoration:none;background-color:#4C833A;box-sizing:border-box;display:inline-block;font-size:16px;height:38px;line-height:38px;vertical-align:middle" href="[[SITE_URL]]/orderdetails?salesid=%salesID%" target="_blank">Review my order</a> </td>
</tr>
</tbody>
</table>
</td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:10px 0;vertical-align:top"> Thanks again, and enjoy. <br> </td>
</tr>
</tbody>
</table>
<table style="border-collapse:collapse;margin:0;padding:0;width:100%;border-top:1px solid #eeeeee">
<tbody>
<tr>
<td style="margin:0;padding:20px 0 0 0;vertical-align:top">
<table style="border-collapse:collapse;margin:0;padding:0;width:100%">
<tbody>
<tr>
<td style="margin:0;padding:0;vertical-align:top">
<h4 style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;display:inline;font-weight:bold;margin:0">Order number</h4>
</td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:top;padding-bottom:20px"> <a style="color:#1570a6;text-decoration:none" href="[[SITE_URL]]/orderdetails?salesid=%salesID%" target="_blank">%salesID%</a> </td>
</tr>
</tbody>
</table>
<table style="border-collapse:collapse;margin:0;padding:0;width:100%">
<tbody>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:top">
<h4 style="display:inline;font-weight:bold;margin:0">Order date</h4>
</td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:top;padding-bottom:20px"> %shipdate% </td>
</tr>
</tbody>
</table>
</td>
<td style="margin:0;padding:20px 0 0 0;vertical-align:top">
<table style="border-collapse:collapse;margin:0;padding:0;width:100%">
<tbody>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:top">
<h4 style="display:inline;font-weight:bold;margin:0"> Ship to </h4>
</td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:top;padding-bottom:20px"> %customername%<br>%customeraddress%<br /> </td>
</tr>
</tbody>
</table>
<table style="border-collapse:collapse;margin:0;padding:0;width:100%">
<tbody> </tbody>
</table>
</td>
</tr>
</tbody>
</table>
<table style="border-collapse:collapse;margin:0;padding:0;width:100%;border-top:1px solid #eeeeee">
<thead>
<tr>
<th style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;padding:20px 0 0 0;text-align:left;vertical-align:top">
<h4 style="display:inline;font-weight:bold;margin:0">Description</h4>
</th>
<th style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;padding:20px 0 0 0;text-align:right;vertical-align:top;padding-left:10px;padding-right:0;">
<h4 style="display:inline;font-weight:bold;margin:0">Price</h4>
</th>
<th style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;padding:20px 0 0 0;text-align:right;vertical-align:top;padding-left:10px;padding-right:0;">
<h4 style="display:inline;font-weight:bold;margin:0">Qty</h4>
</th>
<th style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;padding:20px 0 0 0;text-align:right;vertical-align:top;padding-left:10px;padding-right:0;">
<h4 style="display:inline;font-weight:bold;margin:0">Discount</h4>
</th>
<th style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;padding:20px 0 0 0;text-align:right;vertical-align:top;padding-left:10px;padding-right:0;">
<h4 style="display:inline;font-weight:bold;margin:0">Subtotal</h4>
</th>
</tr>
</thead>
<tbody>
<!--%tablebegin.salesline% -->
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding:10px 20px 10px 0;vertical-align:top;text-align:left;padding-left:0"> <a href="https://r1tie.fabrikam.com/modern/%productid%.p"><span style="color:#1570a6;text-decoration:none;font-size:16px">%lineproductname%</span></a> </td>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding:10px 10px;vertical-align:top;text-align:right;padding-left:10px;padding-right:0;width:10%"> %lineprice% </td>
<td nowrap="nowrap" style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding:10px 10px;vertical-align:top;text-align:right;padding-left:10px;padding-right:0;width:15%"> %linequantity_withoutunit% </td>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding:10px 10px;vertical-align:top;text-align:right;padding-left:10px;padding-right:0;width:10%"> %linediscount% </td>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding:10px 10px;vertical-align:top;text-align:right;padding-left:10px;padding-right:0;width:10%"> %linenetamount% </td>
</tr>
<!--%tableend.salesline%-->
</tbody>
</table>
<br>
<table style="border-collapse:collapse;margin:0;padding:0;width:100%;border-top:1px solid #eeeeee">
<tbody>
<tr>
<td align="right" style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;vertical-align:top;padding-left:10px;padding-right:0">
<table cellpadding="0" cellspacing="0" border="0" style="margin-bottom: 20px;">
<tbody>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding-right:10px;vertical-align:top;text-align:right"> Subtotal </td>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;vertical-align:top;text-align:right"> %ordernetamount% </td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding-right:10px;vertical-align:top;text-align:right"> Discount </td>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;vertical-align:top;text-align:right"> %discount% </td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding-right:10px;vertical-align:top;text-align:right"> Sales Tax </td>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;vertical-align:top;text-align:right"> %tax% </td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding: 10px 10px 0 0;vertical-align:top;text-align:right"> <b>Total</b> </td>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:14px;margin:0;padding: 10px 0 0 0;vertical-align:top;text-align:right"> <b>%total%</b> </td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
<tr>
<td style="margin:0;padding:0;vertical-align:top">
<table style="border-collapse:collapse;margin:0;padding:0;width:100%;color:#575757;line-height:18px;font-size:14px">
<tbody>
<tr>
<td style="margin:0;padding:0;vertical-align:top">
<table style="border-collapse:collapse;margin:0;padding:0;width:100%;border-bottom:1px solid #eeeeee;border-top:1px solid #eeeeee">
<tbody>
<!-- <tr> <td style="margin:0;padding:25px 45px 25px 0;vertical-align:middle;padding-left:14px"> <table style="border-collapse:collapse;margin:0;padding:0;width:100%"> <tbody> <tr> <td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0 10px 0 0;vertical-align:middle;width:28px"> <a style="color:#1a1a1a;text-decoration:none;font-size:12px" href="https://www.facebook.com/Fabrikamstore" target="_blank"> <img style="border:0;border-style:none;display:block;line-height:100%;outline:none;text-decoration:none;height:28px;width:29px" src="https://cms-ppe-imageresizer-mr.trafficmanager.net/cms/api/fabrikamsb/imageFileData/MA3ZfJ" alt="Facebook" width="29" height="28"> </a> </td> <td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:middle"> <a style="color:#1a1a1a;text-decoration:none;font-size:12px" href="https://www.facebook.com/Fabrikamstore" target="_blank"> Like us on<br> Facebook </a> </td> </tr> </tbody> </table> </td> <td style="margin:0;padding:25px 45px 25px 0;vertical-align:middle"> <table style="border-collapse:collapse;margin:0;padding:0;width:100%"> <tbody> <tr> <td style="margin:0;padding:0 10px 0 0;vertical-align:middle;width:28px"> <a style="color:#1a1a1a;text-decoration:none;font-size:12px" href="https://twitter.com/Fabrikamstore" target="_blank"> <img style="border:0;border-style:none;display:block;line-height:100%;outline:none;text-decoration:none;height:28px;width:28px" src="https://cms-ppe-imageresizer-mr.trafficmanager.net/cms/api/fabrikamsb/imageFileData/MA3ZfG" alt="Twitter" width="28" height="28"> </a> </td> <td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:middle"> <a style="color:#1a1a1a;text-decoration:none;font-size:12px" href="https://twitter.com/Fabrikamstore" target="_blank"> Follow us<br> on Twitter </a> </td> </tr> </tbody> </table> </td> <td style="margin:0;padding:25px 45px 25px 0;vertical-align:middle"> <table style="border-collapse:collapse;margin:0;padding:0;width:100%"> <tbody> <tr> <td style="margin:0;padding:0 10px 0 0;vertical-align:middle;width:28px"> <a style="color:#1a1a1a;text-decoration:none;font-size:12px" href="https://aka.ms/commerceemailsetup" target="_blank"> <img style="border:0;border-style:none;display:block;line-height:100%;outline:none;text-decoration:none;height:28px;width:30px" src="https://cms-ppe-imageresizer-mr.trafficmanager.net/cms/api/fabrikamsb/imageFileData/MAqj7h" alt="Email" width="30" height="28"> </a> </td> <td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:middle"> <a style="color:#1a1a1a;text-decoration:none;font-size:12px" href="https://aka.ms/commerceemailsetup" target="_blank"https://aka.ms/commerceemailsetup"> Sign up<br> for email </a> </td> </tr> </tbody> </table> </td> <td style="margin:0;padding:25px 45px 25px 0;vertical-align:middle;padding-right:14px"> <table style="border-collapse:collapse;margin:0;padding:0;width:100%"> <tbody> <tr> <td style="margin:0;padding:0 10px 0 0;vertical-align:middle;width:28px"> <a style="color:#1a1a1a;text-decoration:none;font-size:12px" href="https://aka.ms/commerceemailsetup" target="_blank"> <img style="border:0;border-style:none;display:block;line-height:100%;outline:none;text-decoration:none;height:38px;width:28px" src="https://cms-ppe-imageresizer-mr.trafficmanager.net/cms/api/fabrikamsb/imageFileData/MAqdUJ" alt="Store" width="28" height="38"> </a> </td> <td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:16px;margin:0;padding:0;vertical-align:middle"> <a style="color:#1a1a1a;text-decoration:none;font-size:12px" href="https://aka.ms/commerceemailsetup" target="_blank"> Visit your<br> local store </a> </td> </tr> </tbody> </table> </td> </tr> -->
</tbody>
</table>
</td>
</tr>
<tr>
<td style="margin:0;padding:0;vertical-align:top">
<table style="border-collapse:collapse;margin:0;padding:0;width:100%">
<tbody>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:12px;margin:0;padding:0;vertical-align:top"> <b>Additional Questions?</b><br> View our <a style="color:#1570a6;text-decoration:none" href="https://aka.ms/commerceemailsetup" target="_blank">help pages</a><br> Read our <a style="color:#1570a6;text-decoration:none" href="https://aka.ms/commerceemailsetup" target="_blank">return policy</a> </td>
</tr>
<tr>
<td style="font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:12px;margin:0;padding:10px 0 20px 0;vertical-align:top"> Share your enthusiasm and join our team. <a style="color:#1570a6;text-decoration:none" href="https://aka.ms/commerceemailsetup" target="_blank">View all careers</a> at the Fabrikam retail store.<br><br> Fabrikam respects your privacy. Please view our online <a style="color:#1570a6;text-decoration:none" href="https://aka.ms/commerceemailsetup" target="_blank">Privacy Statement</a>. To set your contact preferences for other Fabrikam communications, see the communications preferences section of the <a style="color:#1570a6;text-decoration:none" href="https://aka.ms/commerceemailsetup" target="_blank">Fabrikam Privacy Statement</a>.<br><br> Fabrikam Corporation, One Fabrikam Way, Redmond, WA, 98052, USA </td>
</tr>
<tr>
<td style="color: black; font-family:'Segoe UI','Segoe','Segoe WP','Tahoma','Verdana','Arial','sans-serif';font-size:10px;margin:0;padding:10px 0 20px 0;vertical-align:top"> Notification type: <b>Order created</b><br /> Mode of delivery: <b>Shipped</b> </td>
</tr>
</table>
</tbody>
</td> </tr> </tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</font>
</div>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</body>
</html>
Although the above example is quite complicated there is some good news. Mostly, you can work with a web developer to help build the html email templates for you. That said, allow me to point out a few pieces to help you understand.
First, the text is surrounded by an ‘<html>‘ and ‘</html>‘ tag.
Second, inside of that tag is a ‘<body>‘ and ‘</body>‘ tag.
Third, you can start with an example, then modify it to your purposes. Check out these tutorials to learn HTML.
Fourth, anytime you see a word with percent symbols around it like ‘%salesid%‘, this is a placeholder. When the email is generated, the system replaces the placeholders with specific values from the order. More on this later.
Finally, once you have the html text saved in a file, upload the file using the dialog form. The dialog will show you what the D365 email template will look like before the placeholders are replaced with order data.
Email Template Placeholders
In order for the system to replace the placeholder text with values from the order, a developer must write code to tell the system what value from the order to use. Additional placeholders can be added, but this requires a customization. I will write an article soon on how to do this.
Order Header Placeholders
For now, see this list of the most common sales order header placeholders you can use in most events. See the Microsoft documentation for additional placeholders that can only be used for certain events.
- customername
- customeremailaddress
- salesid
- deliveryaddress
- deliveryname
- customeraddress
- deliverydate
- shipdate
- modeofdelivery
- charges
- tax
- total
- ordernetamount
- discount
- orderconfirmationid
Order Line Placeholders
Notably, sales orders can have one or many sales lines. Therefore, inside the email template, you must specify the html that needs to be repeated for each sales order line. To do this, include the comment tags ‘<!–%tablebegin.salesline%–>‘ and ‘<!–%tableend.salesline%–>‘ around the html blocks that should be repeated.
To explain, see this example, where a html table is created, with the column headers specified, but then the tags are put around the html row, to tell the system to repeat that html for each order line.
<table>
<tr>
<td>Product name</td>
<td>Quantity</td>
<td>Price</td>
</tr>
<!--%tablebegin.salesline%-->
<tr>
<td>%lineproductname%</td>
<td>%linequantity_withoutunit%</td>
<td>%lineprice%</td>
</tr>
<!--%tableend.salesline%-->
</table>
Additionally, these are common sales order line placeholders used to show sales line information in the emails.
- lineproductname
- lineproductdescription
- productid
- lineproductrecid
- lineitemid
- lineproductvariantid
- lineproductvariantinfo
- linequantity
- linequantity_withoutunit
- linequantitypicked
- linequantitypacked
- linequantityshipped
- lineprice
- linenetamount
- linediscount
- lineshipdate
- linedeliverydate
- linedeliveryaddress
- linepickupdate
- linepickuptimeslot
Again, there are more placeholders, so work with a developer to create the D365 email template.
Edit an Email Template
Furthermore, if you wish to edit the existing email template there is not a way to first download a file with the existing D365 email template html code. Therefore, it is important that you save and keep the html file you uploaded. From there, you can use an outside editor to make changes, then re-upload the file.
Navigation Challenges
Typically, if you needed to edit an email template, you would navigate to Organization administration>Setup>Organization email templates.
According the Microsoft documentation, the form should look like this:
Unfortunately, there currently appears to be a bug in the system. Instead of seeing a grid with all of the email templates listed for you to choose from, the system only shows one email template.
You can edit the selected one, but this does not help if you want to edit others.
Therefore, as a workaround, when you need to edit an email template, first navigate to Retail and commerce>Headquarters setup>Commerce email notification profile. Then, click on the blue text link of the email ID you wish to edit. This will open the ‘organization email templates’ form, with the desired email template loaded.
From there, click the ‘Edit’ button, or ‘Email message’ button and upload a new html file.
Set Up Email Server
If you have not already, follow my article on How To Configure Email In D365 to send emails.
Using Email Templates
After setting up a D365 email template, use it in the Email notification profiles form. Or, use it in a workflow or custom action that sends out an email.
To have the system send an email when certain events occur, see my article on How To Send D365 Event Emails (Coming soon).
Alternatively, follow the steps in How To Send D365 Emails (Coming Soon), on how to write X++ to send emails.
Conclusion
Having a consistent look and feel to every email sent to a customer creates brand recognition and loyalty. Using a D365 email template makes it far easier to send professional, data-rich emails. Instead of sending static emails that require customers to call or log on to a website to see timely information, current information can be included in the emails. This can make working with your business more convenient and preferable than with competitors.
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