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Email attachments in Quick Campaigns CRM 2011 RRS feed

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    Is it possible to 'Save' the email layout on a Quick Campaign before completing the activity so that you can add an attachment?  It seems that the only way to add an attachment is to use Email via Mail Merge, not just the Email option.  Is that correct?

    Sue Neilson Sovereign Business Integration plc
    Monday, December 5, 2011 10:28 AM

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    The only way I can think of doing this semi-elegantly is to create a new email activity, save, add in the attachment and then bring in the recipients via the lookup (where you can specify a view to use).

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, December 13, 2011 12:51 AM
    • Marked as answer by SueNeilson Monday, February 20, 2012 10:26 AM
    Tuesday, December 13, 2011 12:51 AM

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    You are right but you can do that using templates.

    http://social.microsoft.com/Forums/en/crm/thread/f1850c3a-893d-4ba6-be49-be204d706ee4

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
    • Proposed as answer by Amreek Singh Monday, December 5, 2011 10:47 AM
    • Marked as answer by SueNeilson Monday, February 20, 2012 10:26 AM
    • Unmarked as answer by SueNeilson Monday, February 20, 2012 10:27 AM
    Monday, December 5, 2011 10:47 AM
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    This is fine if you have the same attachment going out each time, but the point of us trying to use the Quick Campaign is because we regularly distribute a newsletter and so the attachment changes each week.  Even using a template, it doesn't open up the Attachment options on the Quick Campaign activity.  Is the only way to use a Mail Merge?
    Sue Neilson Sovereign Business Integration plc
    Monday, December 5, 2011 11:00 AM
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    The only way I can think of doing this semi-elegantly is to create a new email activity, save, add in the attachment and then bring in the recipients via the lookup (where you can specify a view to use).

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, December 13, 2011 12:51 AM
    • Marked as answer by SueNeilson Monday, February 20, 2012 10:26 AM
    Tuesday, December 13, 2011 12:51 AM