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Is it possible that CRM 2011 Outlook client send automatically campaign appointments? RRS feed

  • Question

  • Hello!

    I create Campaign Activity with channel Appointment and then distribute its. I have 10 target marketing list members. After sync with Outlook, all 10 appointments placed in my calendar, but not sends automatically  to customer via e-mail. I manually send each of these appointments to recipient. 

    Is it possible send all 10 appointments automatically from these position or on sync from CRM?

    Thanks!

    Wednesday, December 14, 2011 3:08 PM

Answers

  • When you distribute appointment activity it will only create the appointment in CRM and therefore is only available to the users of CRM. If you want to send an email to the customer informing them of the appointment you would need to create another email type of activity and send that to the users including the time and other appointment details that you would like to share.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Thursday, January 5, 2012 8:47 AM
    • Marked as answer by zenaars Monday, March 26, 2012 10:03 AM
    Thursday, January 5, 2012 8:47 AM

All replies

  • Hi,

    Have you explored using mail merge which will send the email and set the option to create CRM activity. Here is an article about it:

    http://www.ssw.com.au/ssw/standards/CRM/RulestoBetterCRMMailMergeTemplate.aspx

     

    Maya

    Thursday, January 5, 2012 2:00 AM
  • When you distribute appointment activity it will only create the appointment in CRM and therefore is only available to the users of CRM. If you want to send an email to the customer informing them of the appointment you would need to create another email type of activity and send that to the users including the time and other appointment details that you would like to share.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Thursday, January 5, 2012 8:47 AM
    • Marked as answer by zenaars Monday, March 26, 2012 10:03 AM
    Thursday, January 5, 2012 8:47 AM