- \n
- Global email template:<\/strong><\/li>\n<\/ul>\n
Create a Global email template to store the signature format of CRM User. Since it\u2019s a global template we can add user details in the body of template.<\/p>\n
In this template we have added user\u2019s Full Name <\/strong>and Position.<\/strong><\/p>\n
![\"signature\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/07\/signature.png\")
<\/a><\/p>\nWhenever we instantiate this template the Full Name and Positions will get populated from logged-in user.<\/p>\n
- \n
- Script Web Resource to read and to modify global email template:<\/strong><\/li>\n<\/ul>\n
Create Web Resource of type script, in code retrieve above template and instantiate it.<\/p>\n
After reading the template, call the InstantiateTemplate method and get the description (Signature of user) and set it on the email description.<\/p>\n
Call function on load of email entity that will do below task,<\/p>\n
\u00a0Get logged-in User id:<\/strong><\/p>\n
var userId = Xrm.Page.context.getUserId();<\/p>\n
Execute Soap<\/strong> InstantiateTemplateRequest<\/strong>:<\/p>\n
var Soapreq = “<request i:type=’b:InstantiateTemplateRequest’ xmlns:a=’http:\/\/schemas.microsoft.com\/xrm\/2011\/Contracts’ xmlns:b=’http:\/\/schemas.microsoft.com\/crm\/2011\/Contracts’>” +<\/p>\n
“<a:Parameters xmlns:c=’http:\/\/schemas.datacontract.org\/2004\/07\/System.Collections.Generic’>” +<\/p>\n
“<a:KeyValuePairOfstringanyType>” +<\/p>\n
“<c:key>TemplateId<\/c:key>” +<\/p>\n
“<c:value i:type=’d:guid’ xmlns:d=’http:\/\/schemas.microsoft.com\/2003\/10\/Serialization\/’>” + TemplateID + “<\/c:value>” +<\/p>\n
“<\/a:KeyValuePairOfstringanyType>” +<\/p>\n
“<a:KeyValuePairOfstringanyType>” +<\/p>\n
“<c:key>ObjectType<\/c:key>” +<\/p>\n
“<c:value i:type=’d:string’ xmlns:d=’http:\/\/www.w3.org\/2001\/XMLSchema’>systemuser<\/c:value>” +<\/p>\n
“<\/a:KeyValuePairOfstringanyType>” +<\/p>\n
“<a:KeyValuePairOfstringanyType>” +<\/p>\n
“<c:key>ObjectId<\/c:key>” +<\/p>\n
“<c:value i:type=’d:guid’ xmlns:d=’http:\/\/schemas.microsoft.com\/2003\/10\/Serialization\/’>”+userId+”<\/c:value>” +<\/p>\n
“<\/a:KeyValuePairOfstringanyType>” +<\/p>\n
“<\/a:Parameters>” +<\/p>\n
“<a:RequestId i:nil=’true’ \/>” +<\/p>\n
“<a:RequestName>InstantiateTemplate<\/a:RequestName>” +<\/p>\n
“<\/request>”;<\/p>\n
var result = XrmServiceToolkit.Soap.Execute(Soapreq);<\/p>\n
Get the description (content of email template) from result and set it as the description (body) of email: <\/strong><\/p>\n
We get the subject and description field in result when we execute InstantiateTemplateRequest<\/strong> request.<\/p>\n
Get the description field where we get the signature of user and set it to \u2018description\u2019 field of email.<\/p>\n
\u00a0\u00a0\u00a0\u00a0\u00a0 Xrm.Page.getAttribute(‘description’).setValue(description);<\/p>\n
This way when we open an email activity the signature will be added with logged in user name.<\/p>\n
![\"signature1\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/07\/signature11.png\")
<\/a><\/p>\nConclusion:<\/h2>\n
Not a perfect but certainly a workaround to get the signature working with minimal code.<\/p>\n
Stuck with migration to Dynamics CRM? Experts at Inogic<\/a> are always happy to help you, get in touch with us on crm@inogic.com<\/a>.<\/p>\n
Keywords : Dynamics CRM, CRM 2015, CRM 2015,\u00a0Adding Signature to Emails, CRM 2011, Microsoft Dynamics CRM<\/p>\n","protected":false},"excerpt":{"rendered":"
Introduction Signatures are very integral part of any emails that are exchanged in present times. Dynamics CRM however does not yet have an OOB way to configure a signature for a user so that when a new Email is created, the signature is automatically added to the email body. There is always the Insert Template\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[19,21,22,24],"tags":[107,592],"class_list":["post-1501","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm","category-dynamics-crm-2013","category-dynamics-crm-2015","category-dynamics-crm-2016","tag-adding-signature-to-emails","tag-dynamics-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1501","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=1501"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1501\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=1501"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=1501"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=1501"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Script Web Resource to read and to modify global email template:<\/strong><\/li>\n<\/ul>\n