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ACE Microtechnology

Dynamics 365 Enhanced Email

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Aaron Back, Microsoft MVP

Enhanced Email or Not

With the Wave 1 2020 release, Microsoft rolled out an option called "Enhanced Email". This feature updates the current email experience in Dynamics 365. However, it only updates the experience from the timeline. So, you will need to decide if the enhanced email experience is right for you or not. I will cover this below to allow you to decide the direction to take.

How Do I Access the Settings?

The enhanced email experience is set up within the "Sales Hub" app in Dynamics 365. Before updating the settings, you need to ensure you have the appropriate access. Afterwards, navigate to the "App Settings" option in the toggle menu.

App Settings in toggle menu

The settings menu will load for the "Sales Hub".

How Do I Enable Enhanced Email?

Now that the settings menu has loaded, choose the "Overview" option or the "Productivity Tools" option. Both options have a listing named "Enhanced email for timeline".

App Settings overview section

 

Next, click on the "Manage" link/button. This will load the "Enhanced Email" settings.

Enhanced Email settings disabled

 

Now, toggle the switch option from "No" to "Yes" and click "Save".

Enhanced Email settings enabled

How Do I Use the Enhanced Email?

After you have enabled the enhanced email functionality, navigate to an entity such as "Accounts". Next, open any account record and click the "+" button at the top of the timeline and choose "Email".

Choosing email from a record's timeline

 

You will now see a new compose pop-up window appear. This new pop-up will overlay the Dynamics 365 application. Now, you can navigate around the system to different areas, if needed. The purpose is to provide an opportunity to look up information needed for the email being composed.

Compose email overlaying the record

Compose email overlaying Dynamics 365

You can minimize the compose window which will drop it down to the bottom left corner.

Compose email minimized

The compose window allows you to craft an email with a full, rich text experience. Additionally, you can insert images, add attachments, utilize a template, and insert your signature.

Compose email features

In Conclusion...

The "Enhanced Email" feature adds a new layer of functionality. However, it's up to you if this is something to enable or not. Since the experience is different than before, you will need to keep your end users in mind.

I would recommend you try this out in a Sandbox environment, or spin up a trial of Dynamics 365 and try it there.

Until next time...


Aaron Back is a Microsoft MVP with many years' experience with Microsoft Dynamics 365 (CRM), Power Apps, Power Automate (Flow), and Power BI. He is actively involved with the Microsoft Dynamics 365 UG (D365UG) (User Group) Community. His involvement includes: Serving as Chapter Leader for his local D365UG Chapter, serving on the D365UG Board of Advisors, and speaking at the annual D365UG Summit conference.


ACE Microtechnology, Inc. is a professional services firm committed to delivering Dynamics 365 (CRM) business solutions to small and medium sized organizations. Our focus is on delivering products and services that improve our clients’ business operations. ACE has developed specialties in serving the lite manufacturing, distribution and the hospitality industry.

Rather than just building technology or implementing software, we deliver real business value through industry knowledge and understanding each client’s business. We make it our business to know your business.

For more information or assistance with Dynamics 365 (CRM) contact ACE!

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