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Microsoft Dynamics CRM (Archived)

Microsoft Dynamics CRM 365: Send email with customer signature

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Posted on by Microsoft Employee

Hi All,

Recently I started a project for implementing Dynamics 365 and I end up with the requirements as follow:

1.      Create Work Order from a case

2.      Add task to a work order and assign it to a user

3.      Take customer signature using mobile app by opening the task -> add note -> signature

4.      When the work order will be closed, send email to a customer with information:
Work Order is signed by: <the image from collected customer signature from .svg file>

 

Is it possible to resolve step number 4, take. svg file with the signature, add it to the body of the email message, and then send the email?

 

Thanks,

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  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Microsoft Dynamics CRM 365: Send email with customer signature

    Hi Dekus,

    You will have to code your own custom Workflow to add the signature attachment. Someone has already got an example here community.dynamics.com/.../sending-email-with-entity-attachment-from-notes

    Unfortunately CRM doesn't have an easy way of achieving this.

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