What's Cooking in Business Central: Custom Email Signatures in the Sales Order Agent
Custom email signatures in the Business Central Sales Order Agent: how to enable the option in the agent setup, what content a signature can hold, and how the system validates it on save. The signature is appended to the agent's first reply.
- Overview of Custom Signature Feature
- Enabling and Accessing Signature Setup
- Configuring Signature Content
- Validation and Implementation
Overview
This short video from September 2025 shows how to define a custom signature that the sales order agent includes in the messages it generates. The signature can belong to a specific sales consultant or be a generic company signature.
The video walks through finding the setting in the agent configuration, entering the signature content, and saving it. On save, the system validates the content to catch anything harmful or inappropriate. Once set, the agent behaves as usual when replying to customers, with the signature appended to its first reply.
Key points
- To set it up, go to the agent section, select the agent, click Setup, move to the final panel and enable the option labeled ‘Include a signature in the first reply’.
- Click Edit signature to open a popup window where you enter the signature.
- The signature can be specific to a sales consultant or a generic company signature.
- Content can include text, images, hyperlinks, or other elements used in a professional email signature.
- When you click OK, the system validates the content for harmful or inappropriate material and prevents saving if issues are detected.
- The video describes the signature as included in generated messages and appended to the agent’s first reply to customer input.
- Apart from the added signature, the agent behaves as usual.
Features
| Feature | Status | At |
|---|---|---|
| Custom Email Signatures in Sales Order Agent | status not stated, demoed | 0:05 |
| Signature Content Validation | status not stated | 0:44 |
Quotes
- 0:05 “The ability to define a custom signature that will be automatically included in all generated messages.”
- 0:20 “navigate to the agent section, select your agent, and click on setup. Then move to the final panel and enable the option label.”
- 0:31 “This can include text, images, hyperlinks, or any other elements you typically use in your professional email signature.”
- 0:31 “Next, click on edit signature. A popup window will appear where you can enter your desired signature.”
- 0:44 “the system will automatically validate the content to ensure nothing harmful or inappropriate has been included”
- 1:02 “whenever the agent responds to customer input, it will behave as usual, but now with your custom signature appended to the first reply”