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Attach file and Insert Signature buttons missing on email entity dynamics 365

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Posted on by 10

Hi Members,

I have notice that Attach file and Insert Signature buttons missing on email entity of dynamics 365. I guess Microsoft has removed these buttons and can't find any documentation.

Any help in finding why these were removed?

Thanks,

Hari

I have the same question (0)
  • Suggested answer
    Shaina Profile Picture
    Microsoft Employee on at

    Hi Hari, 

    There is a recent known issue with the 'Attach File' button and 'Insert Signature' button being hidden/missing from the email form.

    However, in order to specifically review the issue that you're facing and confirm, I'd suggest to please open a Service Request with Microsoft Support. 

    Below are the workarounds that you could implement for the issues: 

    1. 'Attach File' button-

    'New Attachment' button in ribbon in Attachment Grid is working. You could use this ribbon if you're looking for 'Attach File'.

    pastedimage1632320446169v1.png

    2. 'Insert Signature' button- You could set one of the signatures as default and then whenever you open a new email, the signature set as default will show up in the email body by default.

    -Open the Personalization Settings from here:

    pastedimage1632320446170v2.png

    -Select 'Email Signature' and open the signature you'd want to keep as default:

    pastedimage1632320446170v3.png

    - Set the most common signature as default and copy & paste other signatures from Word, Outlook, etc., if required for the time being. 

    pastedimage1632320446170v4.png

    Same issue has been reported in Attach File Icon is missing from the Email Entity - Dynamics 365 General Forum Community Forum
  • Johnny_Carroll Profile Picture
    10 on at

    Having the same issue, will be raising a ticket to MS as well, but it's rather frustrating as this functionality is used a lot and I can't find anything saying that this is being removed anywhere.

  • Tracy Hisom Profile Picture
    on at

    We are having the same issue will try setting the default as a work around but not ideal.

  • Gowtham89 Profile Picture
    on at

    Hello Tracy,

    We had the same issue as well, I raised a support request to MS and they ran an update from the backend for my instance and that resolved the issue. Both the Attachment paperclip icon and Insert Signature is visible now.

    Kind regards,

    Gowtham

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