I have been trying all afternoon to send an email with an attachment as a direct email activity. I am able to send the email but my attachment that is included in the email template is not included in the actual email. Has anyone else had a similar issue?
Here are what I imagine are the pertinent details:
- CRM Online 2015 7.1.0.2052 DB 7.1.0.2051
- Dynamics CRM for outlook 2015 32 bit
- Outlook 2013 32 bit
- Both windows 7 and windows 10 have the same result
My process is:
- Create email template WITH a .pdf attachment
- Use advanced find to locate a few contacts to send it to
- select them and click direct email
- click the template i just created
- send
- open outlook and "synchronize with CRM"
Using this process the email goes through but there is no attachment.
Lastly, I did the same thing with a test marketing list through a quick campaign - same result...no attachment.
Any input from the community on this? I have also opened a support ticket with MSFT to see if they have a response. Seems strange that there is no error message whatsoever.
Dan Garland
