This entry was posted on Monday, June 23rd, 2008 at 9:38 pm and is filed under Customizations, Dynamics CRM 4.0. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
CRM 4 – Simple Email Signature Workflow
I spent a few minutes this afternoon looking at a quick way to create a signature in an email without having to attach an email template everytime to get the effect that i was after. I basically just wanted to click a button instead and have CRM take care of adding it for me. I only spent about 30 minutes on this so it isn’t quite perfect but it is just a simple workflow that runs and creates the email sig for me in my emails.
There is 2 different ways that you could really implement this as well. You can have this happen everytime you create an email, or when you select a button or something else to trigger inserting the signature automatically. I chose the latter because i don’t want my info attached on every email especially some of the templates i send as well. With that said off to the example.
First make sure that the user you are testing with has the information filled out in their ‘users’ profile information in CRM because this is where we are going to pull the information from. Create a new attribute on the email form named “sti_insertsig” or something i make it a bit variable. Next, i just placed the variable on the email form (Near the Top) and named it Insert Signature and changed the formatting of the field to a checkbox (as shown in the image below).
Next, Just create a workflow. I named mine EmailSignature WF. After naming the workflow to whatever you wish make sure that you are creating a workflow for the “email” entity. Then select the workflow to start when “new record is created”, and “record attributes change” click the select box and then select the email attribute that you created earlier.
Next you just have to add your fields to the workflow in the body of the email that you want updated when the user clicks insert signature and then clicks save. I added firstname, lastname, email, etc. into the body of the email. (as in image below)
Now save and publish your changes. Now when you create a new email all your users have to do to insert their signature is click on the insert signature field and click save. Then they type whatever additional information they need in the email. This is also handy for getting a default signature template for the whole organization to use. Not super fancy, but like i said it was done in like 30 minutes or less.
Your overall effect should be something like the following, and you can get as elaborate as you wish with your email sig’s.
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