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Get Personal with Custom Email Signatures in Dynamics CRM 2016

Post Author: Joe D365 |

An exciting new feature in Dynamics CRM 2016 is the ability to use custom email signatures when sending an email from CRM. This can be very helpful for organizations that rely heavily on email communications sent from their Dynamics CRM system.

You can utilize your own email signatures and easily add them to either new emails or email replies. The feature also allows you to set a default email signature for ease of use. In today's blog, we'll show you how to set up your own email signature in CRM.

1. In Personal Options, navigate to the Email Signatures tab.

Custom Email Signatures

2. Click New to create your Email Signature.

3. After saving the new Email Signature, you can also choose the default signature by clicking Set as Default.

Custom Email Signatures

Note: If you do not see an option for email signature, you may need to request the email signature privilege with your CRM Administrator.

Custom Email Signatures

Once a you have setup at least one signature, you will be able to insert it into an email.

4. When sending or replying to an email, click on Email signature.

Custom Email Signatures

5. Choose a signature from the list and click Select. This will insert the signature into the email.

Custom Email Signatures

6. If you are sending or replying to an email and do not see your name listed in the 'From' field in the email, your default signature will automatically load.

That's all for the blog today, but don't stop there with emailing with CRM! Learn how PowerEmail tracks opens and clicks and then check out eleven email marketing metrics you can measure to win!

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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