Do you know how to edit a mail merge template in Microsoft Dynamics 365?

Last updated by Tiago Araújo [SSW] about 3 years ago.See history

These are the steps to edit a mail merge template in Dynamics 365:

  1. Go to the Settings cog in the top right-hand corner of Dynamics 365, then click Personalization Settings
  2. In the Personalization Settings window that pops up, click Email Templates
  3. You can then choose to view/edit your own personal templates or all email templates
    select email template
    Figure: Selection of which templates you want to view
  4. Click on the name of the template that you want to edit, a window will pop up with the template details, OR click on New to create a new template
  5. Edit, save, and close
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