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Set up enhanced email

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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

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 System Administrator
More information: 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.

Considerations

The following considerations apply to the enhanced email experience:

  • The enhanced email popup requires a screen size of at least 600 x 840 pixels. If the screen size is smaller, the general email composer will be displayed. Also, the email popup with enhanced experience in not supported on mobile phones.

  • Navigating to other records is not possible when you open the enhanced email popup.

  • You can open up to three email popups simultaneously.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See also

Send email using the enhanced email experience