How to synchronize email signatures with Dynamics?

Send emails from Dynamics 365 with the same signatures

How to synchronize email signatures with Dynamics?

Send emails from Dynamics 365 with the same signatures

Introduction

With Sigilium, give your teams a synchronized email signature, for all messages sent directly from the Dynamics 365 inbox. A real plus for the sales and support teams who use it every day!

Introduction

With Sigilium, give your teams a synchronized email signature, for all messages sent directly from the Dynamics 365 inbox. A real plus for the sales and support teams who use it every day!

Why have synchronized email signatures in Dynamics

For several years, the use of CRM has evolved considerably. CRMs such as Dynamics 365 have an integrated messaging system (inbox), which allows sales and support teams to send emails directly from the CRM.

The roles of marketing and communication teams responsible for the brand need the image conveyed in the emails sent from the CRM to align with the defined guidelines. Moreover, the messages relayed should be the same.

Who sends emails from the CRM?

The most active users in the CRM are the sales team who use message templates and follow-ups.
Many emails are also exchanged with clients by the support teams (customer success).

Why have synchronized email signatures in Dynamics

Who sends emails from the CRM?

The most active users in the CRM are the sales team who use message templates and follow-ups.
Many emails are also exchanged with clients by the support teams (customer success).

Sigilium synchronizes email signatures in Dynamics

How does the integration of email signatures in Dynamics work?

Currently, Dynamics does not yet offer native synchronization via its API. Sigilium has therefore developed a Dynasign® technology that allows Dynamics 365 users to have the same email signature synchronized on the CRM as on Outlook / M.365.

This Dynasign® email signature from Sigilium is available in HTML version or in image version. Every modification made from the account on Sigilium is reflected on Dynamics.

How does the integration of email signatures in Dynamics work?

This Dynasign® email signature from Sigilium is available in HTML version or in image version. Every modification made from the account on Sigilium is reflected on Dynamics.

Advantages and feedback

The commercial teams of Nexans France have been using Dynamics for over 5 years and send emails daily from the CRM.
The synchronization allows:

For the marketing team, that the messages relayed in the email signatures are up to date.
For the brand manager, that the image conveyed is identical regardless of the tool used.
For the sales teams, the update is seamless, no action required.
For the IT team, that they do not have any action to take on this business topic.

Advantages and feedback

The commercial teams of Nexans France have been using Dynamics for over 5 years and send emails daily from the CRM.
The synchronization allows:

For the marketing team, that the messages relayed in the email signatures are up to date.
For the brand manager, that the image conveyed is identical regardless of the tool used.
For the sales teams, the update is seamless, no action required.
For the IT team, that they do not have any action to take on this business topic.