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Dynamics 365 Business Central: How to add a user signature when sending mail from BC (E-mail Signature)

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Dynamics 365 Business Central

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Nov 17, 2024

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  • The article discusses the possibility of adding a user's default signature when sending emails from Business Central.
  • It highlights the ability to create personalized email signatures in Outlook with text, links, pictures, and images.
  • Business Central allows for the easy sharing of information and documents like sales orders and invoices via email without the need for an external email app.
  • The default email layout in Business Central is set in the report selection section, which can be customized through report extensions.
  • The article provides a step-by-step guide on how to modify the default email layout to include additional fields like user name and email address.
  • It emphasizes the importance of customizing standard reports using report extensions to solve the problem of adding a user's signature.
  • The process involves exporting the layout file, inserting the required fields, and uploading the updated layout back into Business Central.
  • The article concludes with a simple test scenario and encourages readers to try customizing their email layouts for a more personalized experience in Dynamics 365 Business Central.

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