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

0 hyperlink 300x225 A Must Know Shortcut: Adding Hyperlinks to an Email Template in Dynamics 365

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.

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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.

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

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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 HCL to Format Text in Email Templates blog!

Happy CRM’ing!

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