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XS✔ ◾ update-email-rule-with-links #9567

Merged
merged 12 commits into from
Nov 8, 2024
35 changes: 24 additions & 11 deletions rules/use-the-best-email-templates/rule.md
Original file line number Diff line number Diff line change
Expand Up @@ -16,7 +16,7 @@ When sending repetitive emails, consistency across the organization is crucial.

<!--endintro-->

### Outlook Email Templates
## Outlook Templates

::: greybox

Expand All @@ -25,22 +25,27 @@ Simple to create and can be shared easily (e.g., via SharePoint). However, a new
:::

::: bad
Figure: Bad example - Outlook email templates are easy to share but have limitations with creation and calendar integration
Figure: Bad example - Outlook Templates are easy to share but have limitations with creation and calendar integration
:::

### My Templates
More information on [Outlook Templates](https://support.microsoft.com/en-au/office/create-an-email-message-template-43ec7142-4dd0-4351-8727-bd0977b6b2d1).

## My Templates

::: greybox

Simple to create but can't be shared with other users, have a 32KB limit, and are stored on the server in your mailbox.

:::

::: bad
::: bad
Figure: Bad example - My Templates are limited in size and sharing capabilities, making them less useful for collaborative environments

:::

### Signatures
More information on [My Templates](https://www.howtogeek.com/697468/how-to-use-outlooks-my-templates-add-in-for-quick-text-entry/).

## Signatures

::: greybox

Expand All @@ -52,7 +57,9 @@ Simple to create but are stored locally, so they can't be shared with other devi
Figure: Bad example - Signatures are easy to create but lack sharing capabilities and are limited by storage constraints
:::

### Quick Parts
More information on [Signatures](https://support.microsoft.com/en-au/office/create-and-add-an-email-signature-in-outlook-8ee5d4f4-68fd-464a-a1c1-0e1c80bb27f2).

## Quick Parts

::: greybox

Expand All @@ -66,7 +73,9 @@ Figure: Bad example - Quick Parts are useful for rich text but not suitable for

:::

### Word Documents on SharePoint
More information on [Quick Parts](https://support.microsoft.com/en-au/office/quick-parts-4ffef7c5-7596-4e95-9faf-41c771847a7b).

## Word Documents on SharePoint

::: greybox

Expand All @@ -80,7 +89,7 @@ Figure: OK example - Word documents on SharePoint support rich text and easy sha

:::

### Dynamics 365 Email Templates
## Dynamics 365 Email Templates

::: greybox

Expand All @@ -92,7 +101,9 @@ Offer rich text, can be shared with anyone, and provide access to contact data.
Figure: OK example - Dynamics 365 Email Templates have robust features but are complex to manage and access
:::

### OfficeAtWork Content Chooser
More information on [Dynamics 365 Email Templates](https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2023/04/10/create-beautiful-email-templates-with-enhanced-email-editor/).

## OfficeAtWork Content Chooser

::: greybox

Expand All @@ -104,11 +115,13 @@ Supports rich text and allows for easy sharing via SharePoint. Setup is straight
Figure: Good example - OfficeAtWork Content Chooser offers ease of use and sharing, though it requires manual updates
:::

### Summary
More information on [OfficeAtWork Content Chooser](https://help.officeatwork.com/en/articles/1075-welcome-to-content-chooser).

## Summary

| Option | Pros | Cons |
|--------------------------------|-------------------------------------------------------------|---------------------------------------------------------|
| **Outlook Email Templates** | Simple to create, easily shared via SharePoint | Must create a new email, can't be used for meeting invites in calendars |
| **Outlook Templates** | Simple to create, easily shared via SharePoint | Must create a new email, can't be used for meeting invites in calendars |
| **My Templates** | Simple to create | Can't be shared, 32KB limit, stored on the server |
| **Signatures** | Rich text, simple to create | Stored locally, can't be shared, size restricted |
| **Quick Parts** | Rich text | Stored locally, can't be shared |
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