We have email templates setup for Contact entity in CRM
When tracking an email in the Outlook client, and replying to it, we can select an email template from the drop down list "Insert Template", however if we click "More Email Templates" we get a message saying
"You must select a recipient or a regarding record that can be associated to an email template. For example, you cannot select a queue. Select a valid recipient or a regarding record and try again.
We can however select the order email templates that automatically appear when we click on "insert template" then under the "Contacts Templates" menu.
The problem just occurs using the More email Templates.
I noticed, that the related records do not seem to be loading in the reply window. Since we did not set a regarding record, there is nothing to associate to the contact email template. It seems that sometimes it works if I open the email and then hit reply. Whereas if I just hit the reply button in the ribbon, it fails. It does seem like a random problem though.
This was not a problem a few months back.
I have searched for a solution and saw it was a problem in CRM 2015. Has the problem reoccurred? Does anyone know of a solution?
Thanks in advance,
Jette





