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Attaching Documents to Direct Emails RRS feed

  • Question

  • Hi

    I would like to add a PDF on Direct Email but it doesn't appear to be possible...are there any tech whizzbang gadgets for development that will add this function...

    ...does roll-up 10 offer any improvements (I heard a rumour it had some)

    Monday, May 10, 2010 4:13 PM

Answers

  • The only bulk email option in CRM that supports attachments is workflow emails. What you can do is do your marketing list just like you would for a direct email, then you can run a send email workflow with attachments against the members of that list. Works same with a view See my post about how to run workflows against the members of a marketing list http://blog.customereffective.com/blog/2009/10/running-microsoft-crm-workflows-against-marketing-list-members.html
    • Marked as answer by Jim Glass Jr Monday, May 10, 2010 6:17 PM
    Monday, May 10, 2010 6:01 PM
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