Microsoft Dynamics CRM Software: Attachments To An Email Template
Posted by Bill Goulette on Tue, Jan 25, 2011
As you know, Microsoft Dynamics CRM 2011 is coming. With this new release, Microsoft has several new features in store for CRM Software users.
One question that Dyanmics 4.0 users often ask is whether they can add attachments to Templates and Bulk email. Microsoft Dynamics CRM 2011 addresses this demand and provides a simple and efficient way to achieve them. Let’s take a look at how this could be done in Microsoft Dynamics CRM 2011.
Adding attachments to email templates in Microsoft Dynamics CRM software is as easy as adding attachment to any email. The email template form now comes with an attachment section embedded. On the email templates form scroll down to find the attachments section and use this section to add and remove attachments effortlessly just as you would use it in emails.
Once the attachments are added to the template, you can use this template while sending single email and the email would be sent with the attachment. When from a CRM software grid, you select multiple customers and choose to send Bulk emails by pressing the ‘Send Direct E-mail’ button, you can use this template and the emails sent in bulk will have attachments in them.
Questions or comments? Post them here!
Harvest Solutions
We understand the importance of quality customer relationship management. We can perform a needs assessment for your business, followed by planning, customization, implementation and data integration services of your next CRM system. Our continued training and support ensures your business successfully implements the plan we create together. Request a consultation from Harvest Solutions today. Then, stay up-to-date by finding us on Facebook, Twitter and LinkedIn. Learn more industry insights by subscribing to our YouTube channel and following our blog. Also, please give us a call now to schedule your free consultation! (877) 683-3313