How to Add Custom Email Signatures in Dynamics 365

Microsoft Dynamics 365 offers users the ability to create their own personal email signatures when sending an email out of Dynamics.

Each user can have multiple signatures and can select them from the email record when creating an email. You can also set one as your default signature.

This guide will walk you through setting up a custom email signature in your Microsoft Dynamics 365 system. Be sure to share it with your colleagues! Creating a company-wide signature style is always good for branding.

Start here:

1. From the “gear” icon, navigate to Advanced Settings > Settings > Templates click on “Email Signatures”

2. Click “New” to create a new email signature for a user

3. To create the email signature record, you’ll need to update the following fields:

• Owner– Owner of the signature (Owner or Team)
• Title– text field for giving the signature a name
• Language– drop-down to select the language based on the languages you’ve added to the system.

4. In the body of the signature you can type/paste in the signature you want to add. You can also add images (typically from a website).

5. You can set one signature as “Default” by clicking the button in the ribbon on the signature form.

6. Be sure to “Save and Close” the record.

To use the signature, simply create a new email message within CRM (it will automatically insert your default signature).

If you want to select a different signature, click on the “Insert Signature” button from the ribbon and select the desired signature.

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