E-mail has become a standard form of correspondence in most businesses. Your customers need to know who they are corresponding with and how to contact you. E-mail signatures can play a key role in providing this information, setting the tone of the message and projecting your business’s image.
An e-mail signature consists of one or more lines of text that you add to the end of an outgoing e-mail message. In the Microsoft Dynamics CRM client for Outlook, you can use the standard Outlook signature feature for your e-mail message signatures. (To get to the standard Outlook signature feature, in Outlook, on the Tools menu, click Options. In the Options dialog box, the Signatures area is located on the Mail Format tab. For more information about creating Outlook signatures, see the Outlook online Help.) To have that same feature in the Microsoft Dynamics CRM Web application, you can use personal, global e-mail templates to create and maintain a set of signature e-mail templates for every business situation. For example, you can create signature lines that:
| • | Build brand and name recognition for you and your business |
| • | Provide alternate contact information for you and your business |
| • | Proclaim your organization’s mission statement |
| • | Include disclaimers and confidentiality statements |
| • | Up-sell or market new sales opportunities |
| • | Remind customers of upcoming events |
You can create email templates in either client by going to Settings | Templates | Email Templates or by going into the Options and then the Email Templates tab. The Options for the Outlook client are found under the CRM menu bar. To ensure that the template is available in every area of Microsoft Dynamics CRM, select the Template Type : Global.
| • | To add links to Web sites, type the entire URL of the Web site, for example, http://www.microsoft.com. After you press the spacebar or Enter key, the link is created and formatted automatically. |
| • | Although you cannot insert a picture or graphic into your signature line, you can include a Web-based image, for example, the logo from your company Web site. To include an image, open the Web site that contains the image in Internet Explorer, right-click the image, and then click Copy. In the Microsoft Dynamics CRM e-mail template, paste the image into the signature. When you use this template, the image appears in the recipient’s message, if they have access to the Web site that hosts the image. This method may not work for browsers other than Internet Explorer. |
