Replacing a Missing Email Template in Work 365

Applies to: Work 365 Core and Portal Solutions
Audience: System Administrators, CRM Support Teams

Overview

Email templates in Work 365 are essential for automating communications such as invoice delivery, subscription updates, and portal invitations. A template may appear “missing” if it has been deactivated, deleted, or was not initialized correctly. This article explains how to locate, restore, or regenerate missing email templates in both the Core and Portal components of Work 365.

Steps to Replace a Missing Email Template

1. Check for Inactive Templates

• Go to Work 365 > Email Templates

• In the view selector, choose Inactive Email Templates

• Locate the missing template

• If found, change the status to Active to restore it

2. Determine the Type of Missing Template

✅ Scenario A: Missing “Send Portal Invitation” Template

Used in: Self-Service Portal

Solution:

1. Go to Work 365 > Admin Hub > Self-Service Portal Setup

2. Follow the steps to Reinitialize the Portal Configuration

3. Return to the Email Templates view and confirm the template has been restored

✅ Scenario B: Missing Core Template (e.g., “Send Invoice Notification”)

Used in: Subscription billing and CRM communication

Solution:

1. Go to Work 365 > Admin Hub > Service Configuration

2. Click Change Service User

3. Re-run the Admin Consent process

4. After consent completes, refresh the Email Templates view in Work 365

3. Template Still Missing? Contact Work 365 Support

If the above steps don’t resolve the issue:

• Contact: support@work365apps.com

• Include the following details:

  • Template name (e.g., Send Invoice Notification)

  • Environment name (e.g., Contoso Production)

  • Details of any recent changes or errors

Important Considerations

Templates Are Auto-Generated

Email templates are automatically created during setup. If missing, ensure all onboarding and admin consent steps were successfully completed.

♻️ Avoid Manual Deletion

Do not delete system-generated templates unless you have configured a replacement template and understand the impact.

Additional Resources

? Email Template Configuration
? Email Template