Create an Email Signature in Dynamics 365 CRM

Overview

D365 CRM users can create their own email signatures, and Email signatures are very important and valuable for users.

Email signatures are like electronic business cards you include when you send an email and can promote professional branding for your company.

Next, I will show you how to add custom email Signatures.

Create an Email Signature

1. Create a new Email record

2. Select Insert Signature ribbon

3. Click the Lookup field and select + New Email Signature

(You can navigate to the Personalization Settings to create a Signature as well. please refer to the below Tip section)

4. Fill in the Information

a. Details in this section, enter the name of the email signature.

b.Signature editor

This allows you to create your email signature and Save it when finished. 

   Sample Screenshot

Note:

• You can include inline images, such as a business logo, in email signatures, as long as they are under 1 MB in size.
• You can add only those fields as dynamics placeholders that are linked to the Record type user.
• Signatures can also be created and used for queues.

5. Back to step 2, you can select the newly added signature.

6. The signature content will be added automatically.

7. We can assign this Signature to a user or Team for collaboration as well

Tips

You can create and maintain Signatures from the Personalization Settings.

a. click the Gear Icon in the top-right area and select Personalization Settings.

b. select Email Signatures

Hope it's helpful.

The End.