Thursday, May 26, 2016

Email Signatures in CRM2016

CRM2016 Update 1 has introduced email signatures in CRM2016. It is very important if you are using CRM web clients. In the past, CRM users used to copy paste their signatures into CRM emails or used email templates for signatures.

Now you have an option to create one or more personal email signatures.

  1. Go to personal options as shown in the screenshot.

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  2. Navigate to the Email Signatures tab and press New.

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  3. Enter your email signature and press save.

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  4. You have an option to set the email signature as the default by clicking on the Set as Default button.

Testing the email signatures

Create a new email activity and your default email signature will appear automatically.

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There is also a button available ‘Insert Signature’, which adds the signature manually or replaces the default signature. These buttons are highlighted in yellow in the above screenshot.

Note: The embedded images in the email signature will not appear in the email unless they are hosted on the internet.

So here you go. Now you have email signatures in CRM2016.

4 comments:

  1. Question:if you set up a workflow that sends an email can you add the email signature of the sender in the workflow automatically?

    ReplyDelete
  2. this is a nice guide on email signatures! i was looking for this and finally got it after an hour of googling xD thanks to your amazing post and this helpful attitude.

    ReplyDelete