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Microsoft Dynamics CRM (Archived)

Problem: Workflow-created email in draftmode - and signature

Posted on by 55

We have a qouple of workflows set up, that create emails in draftmode, with pre-defined senders and recipients (For example the owner of a case, and the customer).
An example would be a case being resolved, and the system then creating an email in draft mode from - with the owner of the case being set as sender. In many circumstances we need to have these in draft-mode, so that the user can make adjustmenst to the predefined text before sending, add attachments and so on.

Recentely we upgraded to 8.2.3.8 on-prem, and after this we are having trouble with the users default signature being added when the users open the workflow-created email.

It's then added at the TOP of the email-message itself, not after the workflow-created text.

The signature is not added during the email-creation itself, as I've checked this by expanding the email in social pane - it's only added upon opening the mail, before sending.

So what I've now spent hours searching for, is a way to actually add the default signature in the workflow-process itself, to remedy this problem?

I cant find any way, so far, of doing this through the default workflow designer...no step for "add email signature" or such...

(I've also tried both realtime and background workflows, ownership of  the created email and such - but nothing has come out of it so far.)

Tips would be very much welcome here....

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  • Bjornar Kvalvik Profile Picture
    Bjornar Kvalvik 55 on at
    RE: Problem: Workflow-created email in draftmode - and signature

    Sadly I haven’t found any solution for this one yet.

    I’ll post here if and when I manage to work my head around it

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Problem: Workflow-created email in draftmode - and signature

    Did you managed to resolve this issue? We are facing the same problem.

  • Bjornar Kvalvik Profile Picture
    Bjornar Kvalvik 55 on at
    RE: Problem: Workflow-created email in draftmode - and signature

    Yeah, I've already read these articles - and they basically describe our current set up. All our users have their own personal/default signatures set up - and that's working fine.

    My challenge is to basically apply this personal email signature through the workflow that is creating our emails in draft-mode - and not having the system apply them afterwards, making them appear at the start of the email-text :(

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at

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