I have created some email templates for emails that are sent automatically once a Lead enters our CRM System. These Leads are generated automatically from parsed emails received from Lead portal sites. Each Lead is automatically assigned a sales rep as an "owner" of the record. When the emails are generated, I want the signature of that OWNER to be at the bottom of the email as if that person sent the email. Unfortunately, in the Email Template form, the only option for info like; email, title, phone number, etc., is for the current USER, not the record OWNER. How do I do this? When entering data into a workflow, you have the option to add {Owning User} data, why not in an email?
Also, I read where since we are using CRM for Outlook, when an email is sent on behave of a user (like in this case) Outlook is supposed to insert that users Signature (as defined in Outlook) to the bottom of the email message. This is not happening for us. Even though our users have signatures defined, they are not being inserted.
We are Office 365 E3 users with CRM 2013 online, Outlook 2013 (all office 2013 products), IE 11, Win 7. Any assistance would be great. I would hate to have to add fields in the Lead entity for the Owners Info.
