News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogEmail Signature or Default sender does not work with ActivityTools for Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10144/email-signature-or-default-sender-does-not-work-with-activitytools-for-dynamics-365*General*,ActivityTools (AT),AT 365Fri, 27 Jul 2018 12:55:29 GMT<p style="margin-bottom: 0.0001pt; text-align: justify;">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.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">This feature is only available for Dynamics 365 version of ActivityTools (2017.xx).</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">E.g. for your system user you have an email signature with the option &ldquo;Set as Default&rdquo; similar as below:</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Default email signature " href="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure1.png"> <img alt="Default email signature" class="img-responsive" src="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure1.png" width="440" height="207,5" /></a><em>Figure 1: Default email signature</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> <br /> </em></div> </div> <p style="margin-bottom: 0.0001pt; text-align: justify;">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 <g class="gr_ gr_46 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="46" data-gr-id="46">onload</g> scripts are not added to the user email form.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">For the main email form named &ldquo;E-Mail&rdquo;, this is done automatically via the &ldquo;ActivityToolsPluginConfig&rdquo; solution which is part of the ActivityTools installation. To check if the solution is installed got to Dynamics 365 &gt; Settings &gt; Solutions.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">For all other email forms, these scripts have to be added manually as described below.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">Open Dynamics 365 &gt; Settings &gt; Customizations &gt; Customize the System</p> <p style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Customize the System" href="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure2.png"> <img alt="Customize the System" class="img-responsive" src="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure2.png" width="343" height="207" /></a><em>Figure 2: Customize the System</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> <br /> </em></div> </p> <p style="text-align: justify;">In the so opened window select Entities &gt; Email &gt; Forms &gt; and open the relevant email form as you can see in the figure below.&nbsp;<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Email Forms" href="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure3.png"> <img alt="Email Forms" height="191,5" class="img-responsive" src="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure3.png" width="245,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Email Forms</em></div> </div> </p> <p>&nbsp;</p> <p style="text-align: justify;">In the so opened email form&nbsp;hit on&nbsp;<span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❶</span> &ldquo;Form Properties&rdquo;. Next, add the libraries <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❷&nbsp;</span>&ldquo;ptm_GeneralJSFunctions.js&rdquo; and &ldquo;ptm_ActivityTools/js/Signature.js&rdquo;. For the event select&nbsp;<span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❸</span> &ldquo;OnLoad&rdquo;&nbsp; and add the function&nbsp;<span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❹</span> &ldquo;<g class="gr_ gr_40 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="40" data-gr-id="40">PTMATN</g>.<g class="gr_ gr_42 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="42" data-gr-id="42">InsertSignature</g>&rdquo; of the library &ldquo;ptm_ActivityTools/js/Signature.js&rdquo;.<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Form Properties" href="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure4.png"> <img alt="Form Properties" height="483,5" class="img-responsive" src="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure4.png" width="485" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Form Properties</em></div> </div> </p> <p>&nbsp;</p> <p style="text-align: justify;">Save and publish the form. If it does not work immediately, close and restart your web browser.</p> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a>.</span></p> <p style="text-align: justify;"> <div><span><br /> </span></div> ​</p> <p style="text-align: justify;">&nbsp;</p>10144Define default sender using the ActivityTools Signature Editorhttps://www.mscrm-addons.com/Blog/PostId/10101/define-default-sender-using-the-activitytools-signature-editor*General*,ActivityTools (AT)Thu, 05 Jul 2018 17:02:20 GMT<p>This blog article helps you to change the default sender of the emails. Please follow the next steps in order to do so:</p> <p>1) Navigate to the <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>user record and click on the&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span>&nbsp;<strong>[Signature Editor]</strong>-button in the ribbon marked in yellow in the figure below.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="ActivityTools &gt; Signature Editor" href="/Portals/0/Blog/Define_default_sender_using_AT_Signature_Editor/Figure1.png"> <img alt="ActivityTools &gt; Signature Editor" class="img-responsive" src="/Portals/0/Blog/Define_default_sender_using_AT_Signature_Editor/Figure1.png" width="605,5" height="321" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: ActivityTools &gt; Signature Editor</em></div> </div> <p>&nbsp;</p> <p>In the so opened Signature Editor-window please activate the<strong> "Use Options"</strong> feature and select the new default <strong>Sender</strong> - in this case, "Support User" as you can see in the figure below. Do not forget to save your changes!&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="ActivityTools &gt; Signature Editor" href="http://www.mscrm-addons.com/Portals/0/Blog/Define_default_sender_using_AT_Signature_Editor/Figure3.png"><img alt="ActivityTools &gt; Signature Editor" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Define_default_sender_using_AT_Signature_Editor/Figure3.png" width="305,5" height="169" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3:&nbsp;<span>Signature Editor-window</span></div> ​</p> <span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify; color: #000000;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">!</span></span>10101