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Peter Wolf, QuantaCRM

How to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM

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How to Create Email Signatures in Microsoft Dynamics 365 for Sales CRM

 

In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.

 

"How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.

 

They are also quite valuable relative to the effort required to create them. Email signatures are digital business cards for your team members, and can help build brand awareness for your company. Your team can even set up different signatures for different audiences and situations.

 

That's a lot of exposure for five or so minutes of set up per signature!

 

With all that in mind, our team created this short video to explain how to create email signatures in Dynamics 365:

 

 

Create email signatures

 

1.) Go to Settings > Options.

 

Each user can access and update their personal options from the Set Personal Options window.  

 

2.) Click on the Email Signatures tab: 

 

Email Signature Tab Microsoft Dynamics 365 for Sales CRM

 

You can add multiple signatures from this tab.

 

3.) Click on the New button.

 

4.) Enter and format your new signature:

 

New Email Signature Microsoft Dynamics 365 for Sales CRM

 

This example is very basic. You can design your signature as you wish. There are options to change or format your fonts. You can even add hyperlinks or copy in web-hosted pictures.

 

4a.) You also have an option to set the signature as default by clicking Set as Default:

 

Set Default Email Signature Microsoft Dynamics 365 for Sales CRM

 

Once a signature is set as your default, you can remove it as your default from this screen as well by clicking Remove Default (where Set as Default previously appeared):

 

Remove Default Email Signature Microsoft Dynamics 365 for Sales CRM

 

5.) When you are finished, click Save and Close.

 

Your new signature has been created and is ready to use.

 

6.) Click OK 

 

Use email signatures

 

1.) Go to + New > Email:

 

Default Email Signature Pre-Populated Microsoft Dynamics 365 for Sales CRM

 

As you can see, your default signature is already populated in your email.

 

2.) To use a different signature, click Insert Signature:

 

Insert Email Signature Microsoft Dynamics 365 for Sales CRM

 

3.) Choose the signature you want to use, then click Select:

 

Select Email Signature Microsoft Dynamics 365 for Sales CRM

 

 

By Peter Wolf & the QuantaCRM Support Team
Follow Peter on Twitter @CRMWolf
Follow QuantaCRM on Twitter @QuantaCRM

 

About QuantaCRM

QuantaCRM is a Microsoft Gold partner out of Chicago, IL with nearly two decades of experience helping small and medium-sized businesses implement and succeed with CRM.

Our OnTrack CRM Success System enables CRM projects from implementation to adoption and beyond, and our top-notch Dynamics CRM support team ensures you get the most from your CRM long after your implementation is complete!

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