Advanced Find for selecting contacts for e-mail RRS feed

  • Question

  • When creating an e-mail message in Microsoft CRM you can select a number of contacts to send the e-mail to by using a lookup.

    However, when for example creating a marketing list, you can add contacts to the list using an advanced find.

    Is it possible to add contacts to an e-mail message using an advanced find? I cannot use quick campaigns or something similar because I need to include an attachment in the e-mail message.

    Tuesday, May 4, 2010 12:19 PM


  • Hi Maarten,

    One possible scenario would be creating an on-demand workflow on contacts wich sends your message with attachements. by using advinced find for finding desired contacts you can trigger this workflow which will send your e-mail with attachments. But attention, depending on the large number of the selected contacts or the size of the attachement it may reduce the speed of fonctionality of the software and can bring undesired results.


    Tuesday, May 4, 2010 1:05 PM