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
Click on Email Signatures
Click on ‘New’ to create a signature. Fill in Title and copy & paste your signature
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
Click on ‘New’ to create a signature. Fill in Title and copy & paste your signature
It’s important to set this signature as default by clicking on ‘Set as Default’
After you set your signature as default, Go to sales>>Activities>>Email
Click on New “Email”, and you will see your signature defaulted in the email like we have in outlook
When forwarding or replying an email; you can still get your signature. Here’s how:
Click on ‘Insert Signature’
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):
3.What privileges must be provided to access ‘Email Signature’?
Email Signature is a new privilege, as shown in the below screenshot:
I think it does solve a lot of signature related concerns; what do you think?
Drop in your comments….
Happy CRM’ing !!!
DIY D365 
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.
1.0
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2017-04-11T13:37:30
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8.1.0.359
1.0
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2017-04-11T13:37:38
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8.1.0.359
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Have you set it as default already?
Do you have a javascript on your emails or a custom option set?
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