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Mass email using outlook RRS feed

  • Question

  • I want to send mass email from outlook with attachment and track in CRM. We have Microsoft Dynamics CRM 4.0. If somebody can help what is best way to do this.

    Thanks.

     

     

    Wednesday, December 22, 2010 3:46 PM

Answers

  • In fact there is only one way to do this because in v4 every standard mass mailing option, by design, disables the ability to send attachments. This behaviour has been changed in CRM 2011 where you can mass email with attachments.

    To send attachments on emails in CRM 4 the only option is to use an on demand workflow. Basically you create a workflow whose only action is send email. You then set this up with the attachment. You then go to the list you want to send it to highlight the records (maximum is 250) and then run the workflow on them.

    Not ideal, but without a lot of coding, the best you've got.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, December 23, 2010 11:09 PM

All replies

  • In fact there is only one way to do this because in v4 every standard mass mailing option, by design, disables the ability to send attachments. This behaviour has been changed in CRM 2011 where you can mass email with attachments.

    To send attachments on emails in CRM 4 the only option is to use an on demand workflow. Basically you create a workflow whose only action is send email. You then set this up with the attachment. You then go to the list you want to send it to highlight the records (maximum is 250) and then run the workflow on them.

    Not ideal, but without a lot of coding, the best you've got.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, December 23, 2010 11:09 PM
  • Leon,

    Thank you for your reply, I will give a tray and let you know.

    Thanks.

    Tuesday, December 28, 2010 10:45 PM