• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/ActivityTools (AT)

Email Signature or Default sender does not work with ActivityTools for Dynamics 365

29 views 0

Written by Administrator
July 27, 2018

You have enabled the default signature of Dynamics 365 or defined a default sender via the ActivityTools Signature Editor. But on reply/forward from within ActivityTools, it is not set. This article shows how this can be solved.

This feature is only available for Dynamics 365 version of ActivityTools (2017.xx).

E.g. for your system user you have an email signature with the option “Set as Default” similar as below:

Default email signatureFigure 1: Default email signature

 

 

The signature is inserted correctly when you create a new email, but not if you reply/forward from within ActivityTools. A common reason is that the ActivityTools onload scripts are not added to the user email form.

For the main email form named “E-Mail”, this is done automatically via the “ActivityToolsPluginConfig” solution which is part of the ActivityTools installation. To check if the solution is installed got to Dynamics 365 > Settings > Solutions.

For all other email forms, these scripts have to be added manually as described below.

Open Dynamics 365 > Settings > Customizations > Customize the System

Customize the SystemFigure 2: Customize the System

 

 

In the so opened window select Entities > Email > Forms > and open the relevant email form as you can see in the figure below.

Email Forms
Figure 3: Email Forms

In the so opened email form hit on ❶ “Form Properties”. Next, add the libraries ❷ “ptm_GeneralJSFunctions.js” and “ptm_ActivityTools/js/Signature.js”. For the event select ❸ “OnLoad”  and add the function ❹ “PTMATN.InsertSignature” of the library “ptm_ActivityTools/js/Signature.js”.

Form Properties
Figure 4: Form Properties

Save and publish the form. If it does not work immediately, close and restart your web browser.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

​

Was this helpful?

Yes  No
Related Articles
  • How to avoid the browser security-check for *.url files in Microsoft Dynamics 365 (CRM)
  • How licenses are counted
  • IMPORTANT information for Dynamics 365 Online customers using ActivityTools, AttachmentExtractor, PowerSearch or SmartBar
  • How to create a SettingsKey manually in MS Dynamics 365
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to reduce License count
Latest Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • What is “documents incl. per month”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Online Scheme
  • Recap of the first virtual eXtreme365 & Community Summit event
Categories
  • *News and General Infos* 43
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 43
  • ActivityTools (AT 55
  • SmartBar (SB 50
  • GroupCalendar (GC 43
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2020 www.mscrm-addons.com. All Rights Reserved.