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A Must Know Shortcut: Adding Hyperlinks to an Email Template in Dynamics 365

Post Author: HCLTech |

One feature that is not always utilized by our clients is Email Templates. Email templates work well when you want to send out standardized information to customers, but don't need to create an entire email campaign. One question we receive from many of our clients is how to turn plain text within the body of an email, into a hyperlink. Today's blog will show you how!

If you have not used Email Templates before, you can access them by navigating to Settings > Templates > Email Templates

Let's say we want to turn the word "Microsoft" in the screen below, into a hyperlink.

All you have to do is highlight the word and then hit Ctrl+K on your keyboard. This will open the Hyperlink window. You can then type the address in the URL field and click OK.

Once you have completed this, you will notice that the link is now blue and underlined.

And there you have it! Turning text into a hyperlink couldn't be easier – and now you know!

To learn more about email templates, check out our Using HTML to Format Text in Email Templates blog!

Happy CRM'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

3 comments on “A Must Know Shortcut: Adding Hyperlinks to an Email Template in Dynamics 365”

  1. I've tried in Chrome and Edge. This does not appear to work. What browser are you using?

    1. This feature works in Internet Explorer. I tried Chrome and Edge but didn't work.

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