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Create email templates inside Dynamic 365

Requirements:

  • Hippo Video Account. Sign-up here if you are a new user. 

  • Hippo Video Chrome extension. Click on this link to install.

To create email templates inside Dynamic 365:

  1. Log-in to Dynamic 365 using your credentials.

  2. Click on the Settings icon on the top right and then select the Personalization Settings link from the list.

  3. In the Set Personal Options pop up, click on the Email Templates tab.


  1. Now, click the New button on the left.


  1. You will see a pop-up window that requires you to select the Template Type.


  1. Here for e.g., the Template Type is selected as Global.

  2. Click OK. You will see a pop-up to create a new email template.


  1. Now, click on the Hippo Video icon on the top.

  2. Before recording, if you have any lengthy scripts then enable the teleprompter. The Enable Teleprompter feature within Hippo Video will prompt your scripts on the screen and lets you talk without the need to check your notes. To learn how to enable it, click here.

  3. You can create a new video or import a video from the Hippo Video library or record your screen and share it.

  4. If you wish to add a virtual background, click the Virtual Background icon below the video preview and select the preferred one. To learn more about the virtual background, click here.

  5. To edit or personalize your video, click the Edit & Personalize button below the video preview and select Quick Edit or Personalize Video.   

  6. If you wish to send out your video via a sales page, click the Sales Page tab on the right side of the video preview and select from the existing template or create a new to embed

  7. Clicon the Thumbnail tab in the top right corner to choose a thumbnail for the video. Once you have completed it, click on Insert Video. You will notice the video gets pasted as a thumbnail inside the compose mailbox.

     

  1. Enter the title and subject for the email template. 

  2. Then, click on Save and Close at the top. 

  3. To view the template, click on the Refresh icon (marked in the below screen). Your template will be listed.


  1. Click Ok. Finally, you have successfully created an email template.


To check out other topics related to this integration.



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