Ideas - Click Marketing Automation for D365

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Allow Dynamics 365 user signature to be used with email using dynamic content

For B2B / account based marketing, it's really helpful to send emails from the record owner. Usually these emails will include a signature at the end matching up to the record owner. I'd like to be able to pull the custom signatures my account managers have created in Dynamics 365 into emails and email templates. Each one needs to include different things in their signature, which using Freemarker and the personalization language doesn't cover.

  • Kristin Hulse
  • Oct 26 2020
Email Marketing
  • Attach files

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