Join Gini von Courter for an in-depth discussion in this video Create a personal email signature, part of Microsoft Dynamics CRM: Advanced Techniques.
- [Instructor] While not a template per se,…email signatures give you a way to encapsulate…some information that you can reuse over…and over and over again.…So if you want to create one or more customized…signatures to use in Dynamics 365,…it's easy to do.…Simply go to Settings, click the gear,…choose Options to load the Options dialogue.…And on the Email Signatures tab,…if you already have an email signature,…you can click to edit it.…But I'm going to create a new signature.…
Even if this is going to be the default signature,…don't name it Default Signature,…that's a separate function, a separate button…that we're going to click.…So give it a decent name under Title,…because that's what's going to show up here…in the dialog box right here.…So I'm going to say that this is my Addresses Signature.…It might also have a signature…that has a legal description that says,…the information in this email may not…be forwarded, confidentiality, whatever…I need a specific signature for.…
You choose here who the owner is,…and when an email goes out from this person,…
Author
Gini von Courter
Released
3/10/2017- Running, managing, exporting, and sharing reports
- Creating charts and dashboards
- Adding dashboard charts
- Modifying dashboard appearance
- Using system templates
- Creating personal Word templates
- Downloading data for an Excel template
- Modifying a template in Excel
- Creating a personal email signature
Skill Level Advanced
Duration
Views
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Introduction
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Welcome43s
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What you need2m 12s
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1. Create, Modify, and Manage Reports
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Run a report5m 9s
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Modify a report you created1m 22s
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Manage reports3m 23s
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Export a report2m 34s
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Share a report2m 35s
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2. Create Charts and Dashboards
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Create and modify a chart6m 19s
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Create a new dashboard2m 59s
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Add a dashboard chart3m 43s
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Display a list1m 6s
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Modify dashboard appearance2m 51s
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3. Customize and Use Templates and Views
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Use a system template3m 11s
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Create a personal view2m 58s
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Modify the template in Excel2m 58s
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Upload the Excel template1m 50s
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Conclusion
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Next steps41s
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Video: Create a personal email signature