Enhanced Personal Settings – 2021 Release Wave 1 in Dynamics 365 Sales

Arun Potti MS CRM 2013

Nishant Rana's Weblog

With 2021 Release Wave 1, a dedicated area for personal settings has been added in Dynamics 365 Sales Hub.

Before 2021 Release Wave 1 à

With 2021 Release Wave 1 à We can see a new area Personal Settings added in Sales Hub

The new personal setting area allows users to

  • Manage Insight cards
  • Manage Email Templates
  • Manage Email Signatures

Before 2021 Release Wave 1, the Manage insight cards settings were available inside the Sales Insight settings area

And Email templates and email signatures options were accessible within the Template section of the Admin Settings area. (In Customer Service Hub, these options are available within Customer Service Hub > Service > Templates section)

Both email signature and email template use the new editor

More on modern email template experience –

https://nishantrana.me/2020/08/20/modern-email-template-experience-in-dynamics-365-2020-release-wave-2/

Hope it helps..

View original post

Leave a Reply

Fill in your details below or click an icon to log in:

Gravatar
WordPress.com Logo

You are commenting using your WordPress.com account. ( Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. ( Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. ( Log Out /  Change )

Cancel

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.