Set up enhanced email

Set up the enhanced email experience so sales reps can compose and send email without leaving the context of what they are working on.

Important

The enhanced email experience is available only for email activities created from the Timeline section of any model-driven app.

License and role requirements

   
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles System Administrator
See Predefined security roles for Sales

Enable the enhanced email

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

If you have the Sales Hub app, follow the instructions in this tab. Otherwise, follow the instructions in the Sales Professional tab to configure the option in Power Platform.

  1. At the bottom of the site map, select Change area Change area. and then select App Settings.

  2. In the site map, select Overview.

  3. On the Overview page, under Productivity tools, select Manage for Enhanced email for timeline.

    Productivity tools - Overview page.

  4. On the Productivity tools page, move the Enhanced email for timeline toggle to Yes.

    Enable enhanced email for timeline option.

  5. Select Save.

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

Send email using the enhanced email experience