When we click on Add tab of an entity and click the email button to send an email, there is no way to have an automatic signature as when we open a new email in Outlook.
We can create a signature Template but then we have to manually click on the "insert template" button everytime we send an email. When you send hundreds of emails a week, it is an unnessessary We can click on "insert template"
Comments
Thank you for your feedback. Currently this is not in our roadmap, however, if we indeed get more feedback, we may consider it in future.
Category: Unified Experience: Search, navigation and performance
To implement this well, and use some of the moving parts already in the system, it would make sense to have a lookup on the user record to the template to insert for any emails they create inside CRM. This could be a global one with data fields from the user record for name, job title, telephone etc or a personal one with all this manually entered and formatted. No link would simply mean no template would be used, but they could still add one by hand of course.
Category: Unified Experience: Search, navigation and performance
Administrator on 10/17/2016 5:12:07 PM
Thank you for your feedback. We have released this feature.
Please refer to the following link for more information:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-a-signature-for-your-crm-email-or-for-a-queue.aspx
Sincerely,
Venky
PM, Microsoft