Do you know how to edit a mail merge template in Microsoft Dynamics 365?
Updated by Brady Stroud [SSW] 1 year ago. See history
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These are the steps to edit a mail merge template in Dynamics 365:
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- Go to the Settings cog in the top right-hand corner of Dynamics 365, then click Personalization Settings
- In the Personalization Settings window that pops up, click Email Templates
- You can then choose to view/edit your own personal templates or all email templates
Figure: Selection of which templates you want to view
- 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
- Edit, save, and close
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