How to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM
In this video by our 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:
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:
You can add multiple signatures from this tab.
3.) Click on the New button.
4.) Enter and format your new signature:
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:
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):
5.) When you are finished, click Save and Close.
Your new signature has been created and is ready to use.
6.) Click OK.
1.) Go to + New > Email:
As you can see, your default signature is already populated in your email.
2.) To use a different signature, click Insert Signature:
3.) Choose the signature you want to use, then click Select:
By Peter Wolf & the QuantaCRM Support Team
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