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How to attach a file in Mass Email RRS feed

  • Question

  • Hi,

    I am trying to attach a file for direct email or mail merge option.
    According to the following article, file attachment is not possible for either option.
    http://blogs.msdn.com/dynamicscrmonline/archive/2009/04/02/mass-email-options-in-microsoft-dynamics-crm-4-0.aspx
    Is that true? Any workarounds other than creating a workflow?

    Funny thing is, for example, when i use an organizational mail merge template called "Proposal Cover Letter", if you open the word file attached on the template, the body starts with "Attached is the proposal that you requested". This makes me wish that an attachment is possible with Mail Merge, but apparently according to the blog above, it's not.

    Any ideas?

    Thanks in advance!


    Thursday, May 21, 2009 3:45 PM

Answers

  • Hi,


    I am afraid this functionally is not possible.

    The reason why the "Proposal Cover Letter"  body includes the text "attached is the proposal that you requested" is because this is a letter template designed to be sent in the Post once printed.

    However, I have seen some third party solutions which adds the functionality of being to add attachments to emails.

    In short, you cannot add attachments to a Microsoft Dynamics CRM 4.0 Mail Merge

    TD


    Your Trusted Technology Partner
    • Marked as answer by Jim Glass Jr Thursday, May 21, 2009 4:32 PM
    Thursday, May 21, 2009 4:29 PM