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Month: June 2018
Unified Interface Overview
Found an interesting article on Unified Interface Dynamics 365 CRM, click here and have a look at it.
Email Signatures in Dynamics 365 9.X
It is an interesting feature to add your different Email Signatures for every email that you send, like the same we do for outlook.
Follow the below steps to create Email Signatures in Dynamics 365 9.X.
Step 1: Login Dynamics 365 CRM and Click on Settings/ Gear Icon on the Top Right Corner of the CRM page.
Step 2: Click on Email Signatures and Click on New.
Step 3: New Email Signature record will be opened and give the Title of the Signature, select the Language and custom Email Signature in the Email Body.
Save the record.
If you want this Email Signature to make it as Default for any Email that you send, click on Set as Default button on the Ribbon.
If you don’t want this signature to be default, then click on Remove Default on the Email Signature record.
Step 4: To test this Signature, Go to Sales -> Activities and click on Email button on the ribbon.
Step 5: New Email record will be opened with the Default Signature.
If you want to insert any other signature, click on INSERT SIGNATURE button on the ribbon.
Click on the Icon as shown in the below picture.
Hope you have learned a new feature today 🙂