EMAIL SIGNATURE in MS CRM 2016

Hello Readers

A recent new improvement in MS CRM has charmed many customers around the Globe, Email Signature. Yes, you read it right. Email Signatures are now part of Standard/vanilla/OOB MS CRM.

Earlier we used to have alternatives for it, like using an email template or web resource for the same; Following URL might be helpful for older versions of MS CRM http://www.inogic.com/blog/2015/07/adding-signature-to-emails-in-dynamics-crm/

I will take you through the step by step process of using Email Signatures. Email Signatures can be created by:

  • System Admin (for everyone)
  • User (for self)

1.How a System Admin can add signatures?

Go to settings>>Templates

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Click on Email Signatures

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Click on ‘New’ to create a signature. Fill in Title and copy & paste your signature

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Similarly, do it for all the users, who want to use emails in the system.

2.How a User can add a signature?

Go to Personal Options>>Email Signature

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Click on ‘New’ to create a signature. Fill in Title and copy & paste your signature

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It’s important to set this signature as default by clicking on ‘Set as Default’

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After you set your signature as default, Go to sales>>Activities>>Email

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Click on New “Email”, and you will see your signature defaulted in the email like we have in outlook

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When forwarding or replying an email; you can still get your signature. Here’s how:

Click on ‘Insert Signature’

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Once you click on ‘Insert Signature’, system pop ups a list of available signature, you can choose from (if you have more than one signature):

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3.What privileges must be provided to access ‘Email Signature’?

Email Signature is a new privilege, as shown in the below screenshot:

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I think it does solve a lot of signature related concerns; what do you think?

Drop in your comments….

Happy CRM’ing !!!

 

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2 thoughts on “EMAIL SIGNATURE in MS CRM 2016

  1. I use the assign roles y not work. when i send a email the signature use by default not be show and microsoft crm showed a error message.

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    Like

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