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can i export and send lead information as a ms outlook vcard? RRS feed

  • Question

  • I want to be able to send lead information to someone who does not have access to MS Dynamics CRM but is using MS Outlook business contact manager.  Are there any options other than exporting to excel or csv? I would like to send them the info as a vcard.

    thanks

    Friday, May 24, 2013 4:38 PM

Answers

  • You could use various methods to do this:

    1- Use an on-demand workflow to send an email. You could enter whatever you want on the email body.

    2- Create a template with the desired lead information and send it manually.

    3- Use report automation solutions such as this one, and create a report of multiple leads and send them.



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    Friday, May 24, 2013 5:17 PM
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