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I have a requirement to append an image of a user's signature into emails that are generated via workflows (we are using CRM 2013). Each user will of course have their own image for there signature and i need to be able to display that imaged based on the owner of the opporutnity from which the email is triggered. Has anyone delivered similar functionality and if so how did you achieve it?
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After much trial and error I have been able to achieve this without development.
However, in order for my method to work the image must be hosted on an external website.
Once I had the images for each user's signature are hosted I did the following steps:
1) Created a new text field on the user form called 'signature'
2) For each user I then populated the following into the ‘signature’ field:
<img src="http://mediaserver/signature/user847.jpg" />
To be clear, http://mediaserver/signature/user847.jpg is the external URL where my image for a user 847 is hosted.
3) I then created my email template within the workflow (by pasting in the HTML for my email content)
4) Once the HTML for the email was displayed in the email template I then just inserted the dynamics field 'signature' for my user in the proper place in the email
As I'm not a developer (and know even less about web development) it was a bit of trial and error to make sure I got the image call formatted correctly, but once I figured that out it seems to work as needed.
There are probably much more sophisticated ways to achieve this with HTML but this worked for my requirement and didn’t require me to enlist a developer.
Hope this helps others who have the same requirement.
This is a great product enhancement suggestion. I just tried to use the native entity image field that comes with 2013 now, and this field unfortunately isn't available in the email step. However, that would be a great enhancement for a future product update to be able to insert images into content such as dynamic emails just like you can with other fields.
I just logged this suggestion on Microsoft Connect. Feel free to upvote it so it gets more traction at MS.
connect.microsoft.com/.../crm-2013-allow-image-fields-to-be-displayed-in-wf-email-steps
Until this gets added to the product, you most likely will need to have a developer write a WF assembly that you can reference in your email step. They can even write it in a way that utilizes the native image field that an entity can have. This way you'll be able to see the same image in CRM on the record form, as well as in your email. This is the entityimage field.
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