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Problem with Signature in CRM Outgoing Emails RRS feed

  • Question

  • Hi...


    I wolud like to add signature in my outgoing emails in crm web application.
    To do this, I created a workflow which will update the email body with the signature, when the record is created.

    But, when I send an email, the workfow is triggering but the signature is not appending to the body of the email.
    When I opened the System jobs it is displaying the following error:

    "You don't have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation"

    My question is does the signature overwrites the email body or will it appends to the email body?
    Even in any case it should display the signature in the email. But, it is not showing.

    Could any one assist me in this?


    -Thanks
    Tuesday, May 19, 2009 2:49 PM

Answers

  • If you are performing a mail merge, the solution is even easier: add your signature fields to your mail merge template. If that doesn't suit your needs, then you could put the user's signature in a custom ntext field on the user form, and then use javascript to append the signature whenever a new outgoing email form is opened.
    Wednesday, May 20, 2009 1:55 PM

All replies

  • The first thing to note is that the workflows are asynchronous, which means it's very possible the email is sent, and therefore readonly, before the workflow has executed.

    The way we have recommended to our clients to include their signatures in CRM emails is using templates, as described in this article:  http://www.microsoft.com/dynamics/crm/using/customizing/emailsiglines.mspx
    • Marked as answer by Jim Glass Jr Tuesday, May 19, 2009 7:53 PM
    • Unmarked as answer by Perfectionist Wednesday, May 20, 2009 9:47 AM
    Tuesday, May 19, 2009 3:20 PM

  • Thanks for your reply...

    But the problem in the way you explained is, everytime I send an email I need to manually insert the template. Also, when I insert a template the subject line of the template overwrites the subject line of the email.
    So, What I need is automatically append the signature whenever I send an email.
    Because when I use mail merge I need the signature to be appended to the email

    Is there a way to achieve this?
    Wednesday, May 20, 2009 9:49 AM
  • If you are performing a mail merge, the solution is even easier: add your signature fields to your mail merge template. If that doesn't suit your needs, then you could put the user's signature in a custom ntext field on the user form, and then use javascript to append the signature whenever a new outgoing email form is opened.
    Wednesday, May 20, 2009 1:55 PM