Send email using the enhanced email experience

The enhanced email experience in customer engagement apps allows users to compose an email without leaving the record they're working on.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

What can I do with email experience?

Using the enhanced email experience, you can:

  • Navigate to different pages without losing the email content.
  • Minimize the email window to get back to the records you were working on.
  • Expand the email editor pop-up window to see more email options.
  • Simultaneously open three email compose pop-up windows.
  • Search for and apply a predefined template to an email you're composing.
  • Insert attachments to email.

Note

  • System administrators must enable the enhanced email experience before you can use it.
  • The enhanced email experience is available only for email activities created from the Timeline section of any customer engagement app.
  • The enhanced email pop-up window opens only when the height and width of your screen size is at least 400 x 650 pixels or greater. If lower, you will be taken to the standard form instead of the enhanced email experience.
  • If you try to navigate to a record (by selecting a record in the lookup field) while working in the Enhanced Email form, an error message is displayed. You cannot navigate to another record from within the Enhanced Email form.

Compose an email using the enhanced experience

  1. In the Timeline section of the account, contact, lead, or opportunity records, select + and then under Activities, select Email.

    A new email pop-up window opens.

    Enhanced email pop-up window.

    The From and To fields are automatically populated based on the user and the account and contact of the original record.

  2. Write your email from scratch or select Insert Template to search for and apply a template.

  3. Select Attach file if you want to add attachments.

  4. Select Insert signature to search for and add your signature.

  5. When you're done, select Send.

For more information about the email functionality, see Understand the email experience.

Can't find the options in your app?

There are two possibilities:

  • You don't have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.

See also

Set up enhanced email
Troubleshooting issues with email