Microsoft Dynamics CRM 2016 Update 1 brings Email Signatures as an out of the box functionality. They can be used on Users or Queues (based on Teams).
Create a new email and you will see a new icon on the email designer to insert signatures:
To create more signatures, go to Personal Settings or, as an admin, Administration => Templates section.
Administration => Templates:
Notice Email Signatures is a new entity and it is part of the security roles. So, for instance, if the Customer Service Team requires to use Email Signatures, they should have access to the Email Signature Entity. See below an example security role:
Note: My current on-line build version is : 18.104.22.1682 – DB 22.214.171.1249
You can find more information in the following Microsoft CRM article:
Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect.
I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge.
Since 2008, I have been working with Microsoft Dynamics 365 (CRM back then), the Power Platform and Azure. I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing.
Motivated by community events and contributor in blogs, technical books, open source projects and forums, I was awarded Microsoft Business Applications Most Valuable Professional (MVP) for 7 years.
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3 thoughts on “New Dynamics CRM Email Signatures”
Were you able to add a link in the email signature?
Hi Dex, if you copy the link from other site and then paste it, yes. Same for images. It got the same limitations as Email Templates. Actually it is the same editor.
Reblogged this on CRM Backlog.