Article

From the Microsoft Dynamics CRM Blogs: E-mailing Attachments En-Masse, Emailing a Link in CRM 2011, and Avoiding Conflict with CRM 4.0 Rollup 15

by Jared Berezin
,

How to E-mail Attachments En-Masse in CRM (No Custom Code Required): Leon's CRM Musings walks us through an example of how to send a host of attachments with one click:

"At a pre-sales meeting recently, a client mentioned they deal with foreign students and sometimes need to send all attachments associated to a contact to a government department for reporting purposes e.g. visa records, passport information etc... A new feature of CRM 2011 is the ability to send all the attachments associated with a sales literature record with one click. Sure enough, not only can I create a relationship between contacts and sales literature but I can rename sales literature to something more appropriate (e.g. Student Documents). To print, we open up the sales literature record and click the ‘Send as E-mail' button.

"Now this solution is not perfect. The two biggest downsides are that you have to retype in contact's e-mail address once you click the ‘Send as E-mail' button and I can find no way to rename the ‘Sales Attachments' label. However, given the potentially expensive alternatives, this provides a lot of bang for minimal buck...."

How to Email a Link in CRM 2011: The PowerObjects blog shows us how to leverage this great communication tool:

"Wow! Do I ever love the Email a Link feature in Microsoft Dynamics CRM 2011. Even though this was available ...

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

Get full access
CRM 2011 Document Management Dynamics CRM
About Jared Berezin
Jared Berezin serves as a contributing writer to MSDynamicsWorld.com. With combined interests in technology and science, Jared previously served as a writer for Dana-Farber Cancer Institute, drafting scientific narrative reports on the latest advancements in cancer research. Jared has also served as associate marketing specialist for International Data Corporation (IDC), a market research firm. In this position, he planned and executed strategic marketing initiatives for IDC's software and services research programs, and wrote outbound communications to the press, existing clients, and prospects. Jared also has experience working for several local newspapers in eastern Massachusetts. Jared graduated with honors from Colby College with a BA in English and creative writing.
More about Jared Berezin