I've created a D365 business process flow, which contains an Action to send an email to a lead automatically when the 'Execute' button is pressed. I am able to successfully send the subject and body message to the test lead, but it is missing my signature. The signature did appear when I first began configuring the BPF.
Any help in restoring the signature back to messages automatically sent from a workflow in D365 would be very helpful! I feel it may be a simple selection that was unchecked somewhere in the configuration process. Thank you.
Hello NB-10031502-0, You've encountered a common quirk with email signatures in Dynamics 365 business process flows (BPFs) and workflows. The behavior you're describing, where the signature initially appeared but then disappeared, suggests a few potential causes. Here's a breakdown of the likely culprits and how to restore your email signature: Understanding the Signature Behavior:
User Context:
Email signatures are typically associated with the user who sends the email.
In BPFs and workflows, the email is often sent under the context of the workflow owner or the user who triggered the workflow.
Email Template vs. User Signature:
There's a distinction between email templates and user signatures.
Email templates can contain static content, but they don't automatically include user signatures unless explicitly configured.
The user signature is tied to the users personal settings.
Configuration Changes:
Changes to user settings, email templates, or workflow configurations can affect signature inclusion.
Troubleshooting and Solutions:
Verify User Signature Settings:
Ensure that the user who owns the workflow or the user who is triggering the BPF has a valid email signature configured in their personal settings.
Go to Settings > Personalization Settings > Email tab > Email Signature.
Confirm that the signature is present and correctly formatted.
Email Template Content:
If you are using an Email Template, make sure that the template does not contain any code that would interfere with the signature insertion.
Also, verify that there is enough space at the bottom of the email template for the signature to be inserted.
Workflow Owner Context:
By default, workflows often run under the context of the workflow owner.
If the workflow owner does not have a signature configured, the email will be sent without one.
If the workflow owner is a system account, it will not have a signature.
Action Step Configuration:
It is important to understand that workflows, and Business process flows, do not automatically insert a users signature.
The signatures that you saw previously, was most likely due to either testing the workflow, or business process flow, as a user that had a signature.
If you want to include a users signature, you will have to add it to the email template.
You can create multiple email templates, to accommodate multiple users signatures.
Test with Different Users:
Test the BPF with different users to see if the signature appears for some users and not others.
This can help isolate whether the issue is user-specific or a general configuration problem.
Workflow Logging:
If possible, enable workflow logging to see if there are any errors or warnings related to email sending.
This may provide clues as to why the signature is not being inserted.
Key Recommendations:
Verify user signature settings for the workflow owner and triggering user.
Understand the difference between email templates and user signatures.
Add the signature to the email template.
Test with different users.
By following these steps, you can effectively troubleshoot and restore your email signature in Dynamics 365 BPFs and workflows. If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me. My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query. Best Regards, Daivat Vartak
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