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Context


In Dynamics 365 Customer Insights - Journeys, when creating email templates, corporate branding elements like:


  • Brand colors (aligned with corporate identity guidelines),
  • Sender name and address (reply-to information),


must currently be manually embedded into each individual email template. This makes maintenance time-consumingand error-prone, especially when brand elements change (e.g., rebranding, domain changes, sender adjustments).




Current Limitation


  • Email templates are static: Once created, they embed branding manually.
  • No dynamic link to a Brand Profile (which centrally manages brand-related settings like sender details and visual identity).
  • Any change (e.g., new company name, reply address, color adjustments) requires manually editing every single template.
  • This is highly inefficient, particularly in environments with large template libraries across multiple brands or legal entities.




Requested Improvement


➡️ Introduce a dynamic association between an Email Template and a Brand Profile (similar to how the sender selection works in the actual email journey):


  • At the template level, allow selecting or connecting a Brand Profile.
  • At runtime, automatically apply the brand profile settings (sender details, colors, logo, etc.) without hard-codingthem into the template content itself.
  • This would ensure that if the Brand Profile changesall templates referencing it inherit the update automatically — no manual update across templates required.


Category: Email
STATUS DETAILS
Needs Votes

Comments

J

Yes, this would be a great addition! It is possible to do with a workaround from Megan V. Walker, but it is a hassle. It should be an integrated part of CIJ.

Category: Email