Email signatures in Microsoft Dynamics 365 Business Central can be configured to pull information automatically from the salesperson or purchaser code on each document. You set this up in the Document User Setup, where you control which fields appear and how the signature looks.
You enable the signature on the Signature FastTab, where the salesperson or purchaser code from the Document User Setup is used as standard. You then choose to include name, title, phone, and email.
You can add a fixed text in front of each value. The fixed text stays the same while the actual name, title, phone, and email are filled in dynamically from the salesperson or purchaser code.
You can upload a logo to the signature, choose where it appears relative to the other fields, and add a blank line around it.
Configuring the email signature from the salesperson or purchaser code
You configure the email signature in the Document User Setup. Scroll down to the Signature FastTab to find the settings. As standard, the option to use the salesperson or purchaser code from the Document User Setup is already enabled.
From here you decide which information you want to retrieve into the signature. You can include name, include title, include phone, and include email. Each field is a separate option, so you only show what you need.
Adding fixed text in front of the signature fields
For each of the four values, you have a fixed text field. This lets you put a static label in front of the information that is filled out dynamically from the salesperson or purchaser code. For example, you can add fixed text in front of the phone number or email address, while the value itself comes from the document setup.
Adding and removing a logo in the signature
You also have the option to add a logo to the signature. To check whether a logo is already attached to a document template, you unfold the relevant FastTab. If no logo is present, the field is empty.
To upload a logo, go to Process and choose Upload Logo, then select a file from your computer. Once uploaded, you can see the logo in the signature. To remove it again, go to Process and choose Remove Logo.
Placing the logo in the signature
You decide where the logo should appear using the Placement of Logo in Signature setting. You can place it before the name, after the name, after the title, after the phone, or after the email. You also have the option to add a blank line around the logo to separate it from the rest of the content.
Q&A
Where do you configure the email signature in Business Central?
You configure it in the Document User Setup. Scroll down to the Signature FastTab, where the option to use the salesperson or purchaser code is enabled as standard.
Which fields can you include in the email signature?
You can include name, title, phone, and email. Each is a separate option, and the values are filled in dynamically from the salesperson or purchaser code on the document.
Can you add static text in front of the signature information?
Yes. Each of the four values has a fixed text field, so you can place a static label in front of the information that is filled out dynamically from the salesperson or purchaser code.
How do you add or remove a logo in the signature?
To add a logo, go to Process and choose Upload Logo, then select a file from your computer. To remove it, go to Process and choose Remove Logo.
Where can you place the logo in the signature?
You set the position in the Placement of Logo in Signature field. You can place it before the name, after the name, after the title, after the phone, or after the email. You can also add a blank line around the logo.