Friday, September 23, 2016

Email Signature

In CRM 2016 / Online, you can create email signature, which will be used when sending emails from CRM.

  • Email Signature will be created for Individual user or team
  • User can create more than one email signatures
  • Default signature will be automatically added to email when email created in CRM system.
  • User can select different signature for email, if user has more than one signature.
  • Each user or team has only one default signature.
  • When you change the owner of an email signature, the signature reverts to non-default. For example, a signature is a default for user A. User A assigns it to queue X and queue X already has a default signature. The signature assigned will be non-default for queue X. If queue X does not have a default signature, the new signature will become the default signature.
  • When Form field in email changed, email signature for User / Queue owner will be automatically added to email, if user / queue owner has default signature. 

To create Email signature 
  • Go to user settings and select options 

  • Then select Email Signatures tab

  • Create new Signature

You can set default signature, by clicking on “Set as Default” ribbon button.
If want to remove default signature, for default signature ribbon button will be “Remove Default”.


  • Once Signature is created, now create email
  • By default Form field will be user, and if user has default signature, then signature will be automatically populated in email. 

  •    If there are multiple signature for users and don’t want to use default signature for email, then use “Insert Signature” button shown in Email rich text box ribbon.




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