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,…
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
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