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Customer experience | Sales, Customer Insights,...
Suggested Answer

Personalize e-mail signature in e-mail from CRM process

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In CRM, a user hangs under a team.

When processing a request, CRM automatically generates an email for the customer in a CRM flow. This email states the following for generating the signature in the email:

Kind regards | Kind regards,?? ?

{Owner(Request)}

What I would like is the following:

Kind regards | Kind regards,

Owner of request

Parent team of Request Owner

When 'Request Owner' is listed on a team, the following is desired:

Kind regards | Kind regards,

Owner of request = Team

Is this possible in a process?

pastedimage1625063354402v1.png

I have the same question (0)
  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    on at

    Hi maritdh, I hope you are doing good.

    Here valuable information that can help you reaching your answer:

    Create a signature for your email or for a queue (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

    You can also make use of templates that has been built by default:

    Work with templates (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

    If this answers you question, please check it as verified to help other finding useful information.

    Welcome to this amazing community.

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