They're not turning out to be as quick as I hoped ! - all the stuff about
creating and distributing activities etc which appears to work in the 'full'
campaigns doesn't seem to be available to me in quick campaigns - has anybody
succesfully created a quick campaign which sends emails to a list?

Hi Pete, unfortunately the web client quick campaign out of the box does not
automatically send e-mails. Two options could be:
* Use outlook client to create quick campaign "E-mail campaign via Mail
Merge". This can automatically send e-mails using word's Mail Merge feature.
Note: Mail merge permissions are required to perform this operation
(Settings-->Business Unit Settings-->Security Roles-->YOUR_ROLE-->Business
Management-->Mail Merge) and mail merge needs to be enabled via
Settings-->Organization Settings-->System Settings-->Marketing-->Enable
Direct e-mail via mail merge.
* Write some code to auto send the e-mails if it is necessary to use web
client only.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Pete" <Pete@discussions.microsoft.com> wrote in message
news:AAC09997-6997-4B4F-B0CD-0EB4E2CB9511@microsoft.com...

And here's the KB I was looking for - for the second option below - writing
code to automatically send e-mails:

Title
How to create a Workflow .Net Assembly that will automatically send e-mail
activities that are create for a Campaign in Microsoft Dynamics CRM 3.0

Abstract
Explains how to use a Workflow .Net Assembly to send e-mail activities
automatically for a campaign. Sample C# code is included in this article.

Summary

When you distribute e-mail activities for a campaign by using Microsoft
Dynamics CRM, the e-mail activities are not automatically sent to the
recipients. Each e-mail activity must be opened and sent manually. However,
you can create a Workflow .Net Assembly to send e-mail activities
automatically.


More Information

To create a Workflow .Net Assembly to automatically send e-mail activities,
follow these steps:

1. Create a new field of type bit on the Microsoft CRM E-mail form to
specify that the e-mail activity is for a campaign by following these steps:
a. In Microsoft CRM, click GoTo, point to Settings, click Customization,
click Customize Entities, click E-mail, click More Actions, and then click
Edit.
b. Click Attributes, and then click New.
c. Type the Display Name for the field. This example uses the name Campaign
E-mail.
d. Select bit in the Type drop-down list.
e. Select No from the Default Value drop-down list, and then click Save and
Close.
f. Click Forms and Views.
g. Click Form, click More Actions, and then click Edit.
h. Click Add Fields, click the new field you created, click OK, and then
click Save and Close.
i. On the E-mail Entity window, click Actions, click Publish, and then click
Save and Close.

2. Create a .Net assembly to send the e-mail activities. The following steps
create a new Class Library named AutoSend by using Visual Studio .Net 2003:
a. Open Visual Studio .Net, and then click New Project.
b. Click Visual C# Projects, or the language of your choice, click Class
Library, type the name as AutoSend, and then click OK.
c. Right-click References in Solution Explorer, and then click Add Web
Reference.
d. In the URL field, enter the path of your crmservice.asmx. In the
following example, localhost:5555 is a placeholder for the name of your
Microsoft CRM Web site:
http://localhost:5555/mscrmservices/...vice.asmx?wsdl
e. Change the value in the Web reference name field to CrmSdk.
f. Click Add Reference.
g. Add the following using statement:
using AutoSend.CrmSdk;

h. Create a public method that accepts a Guid parameter for the ActivityId
of the e-mail.

Your method will look similar to the following:

public void SendEmail(Guid campaignActivityID)
{
CrmService service = new CrmService();
service.Credentials = System.Net.CredentialCache.DefaultCredentials;

service.CallerIdValue = new CallerId();
// Replace the GUID with the GUID of your CRM Administrator.
service.CallerIdValue.CallerGuid = new
Guid("FD80F8E8-C852-DA11-B1FB-0007E94D105B");

SendEmailRequest req = new SendEmailRequest();
req.EmailId = campaignActivityID;
req.TrackingToken = "";

req.IssueSend = true;

try
{
SendEmailResponse res = (SendEmailResponse)service.Execute(req);
}
catch (System.Web.Services.Protocols.SoapException er)
{
//Process any error messages here.
}

}

Note You must replace the Guid specified in the
service.CallerIdValue.CallerGuid line with the SystemUserId of a user from
your Microsoft CRM system who has the appropriate permissions to send e-mail
activities. You can use the Fetch method to retrieve the user of your
choice.
i. After you change the service.CallerIdValue.CallerGuid, click Build, and
then click Build Solution.
j. Copy the newly created autosend.dll file to \Program Files\Microsoft
CRM\Server\bin\assembly. The .dll file will be located in the bin\Debug
folder of your solution.

3. Follow these steps to add the assembly information to the
Workflow.config:
a. Click Start, point to Programs, point to Administrative Tools, and then
click Services.
b In the Services window, right-click Microsoft CRM Workflow Service, and
then click Stop.
c. Open the Workflow.config file in Notepad. The file is located at Program
Files\Microsoft CRM\Server\bin\assembly\
d. In the methods node, paste the following information:
<method name="E-mail"
assembly="AutoSend.dll"
typename="AutoSend.Class1"
methodname="SendEmail">
<parameter name="E-mailId" datatype="lookup" entityname="email"/>
</method>
e. Change the first line of Workflow.config file to the following:
<workflow.config xmlns="http://microsoft.com/mscrm/workflow/"
allowunsignedassemblies="true">
f. Save and close the file.
g. In Services, right-click Microsoft CRM Workflow Service, and then click
Start.
Note If Services is not open, repeat step a.

4. Create a Workflow rule that calls the Microsoft .Net assembly to send the
e-mail activities by following these steps:
a. On the Microsoft CRM Web server, click Start, point to Programs, point to
Microsoft CRM, and then click Workflow Manager.
b. Select E-mail from the Entity Type drop-down list, and then click New.
c. Type Send Campaign E-mails into the Name field, leave Create selected in
the Event drop-down list, and then click Next.
d. Click Insert Condition and then click Check conditions.
e. Click <<add conditions here>>, click Insert Condition, and then click
Check entity condition.
f. Select Campaign E-mail in the Field drop-down list, select the "="
condition, and then click the lookup.
g. Select Yes in the Static Value drop-down list, and then click OK two
times.
h. Click Insert Condition, and then click Check entity condition.
i. Select Direction in the Field drop-down list, select the "=" condition,
and then click the lookup.
j. Select Outgoing in the Static Value drop-down list, and then click OK two
times.
k. Click <<add actions here>>, click Insert Action, point to Call assembly,
and then click E-mail.
l. Type Send Campaign E-mail in the Action Name text box.
m. Double-click the E-mailId parameter, click Dynamic Value, leave E-mail
selected as the Entity, and then click OK two times.
n. Click Save.
o. Right-click the newly created rule, and then click Activate.

5. Test the rule. The following steps create a new Campaign e-mail activity
and set the Campaign E-mail field to Yes:
a. In Microsoft CRM, select a test account record, click Create Quick
Campaign, and then click For Selected Records.
b. Click Next, and then type Test Quick Campaign in the Name text box.
c. Click Next, select E-mail, and then click Next.
d. Type Test E-mail in the Subject, and then type Test in the Body of the
e-mail.
e. Select the Yes radio button for the Campaign E-mail field, and then click
Next.
f. Click Create, and then verify that the e-mail activity has been sent.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Manisha Powar (MSFT)" <manishap@microsoft.com> wrote in message
news:OKZq1MeSGHA.5728@tk2msftngp13.phx.gbl...

Thanks - I'll give this a try

"Manisha Powar (MSFT)" wrote:

Manisha

I have all the required permissions and bulk email is runnin g on the
server, but I don't get the 'email via mail merge' option - just 'email' from
the campaign....is there another setting I haven't found?


"Pete" wrote:

Hi Pete, two settings to verify are:
Settings-->Business Unit Settings-->Security Roles-->YOUR_ROLE-->Business
Management-->Mail Merge
Settings-->Organization Settings-->System Settings-->Marketing-->Enable
Direct e-mail via mail merge

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Pete" <Pete@discussions.microsoft.com> wrote in message
news:30DC9BC5-E0B2-40C3-80C6-91AA1B4E49CF@microsoft.com...

Also please note - this option "E-mail via mail merge" during Quick Campaign
creation would be visible in the Outlook client for CRM 3.0 not the web
client.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Manisha Powar (MSFT)" <manishap@microsoft.com> wrote in message
news:%23Pf0c1DTGHA.5656@TK2MSFTNGP11.phx.gbl...

Yup - I hadn't ticked the 'email via mail merge' in organisation/marketing

doh !

Thanks


"Manisha Powar (MSFT)" wrote:

Manisha:

I was following these directions - and didn't have the "Email via Mail
merge" option set under organizational settings either. I changed it from
"No" to "Yes" and hit OK - but when i go back in it resets to "No" - I can't
get it to save the change - any idea why this would happen?

"Manisha Powar (MSFT)" wrote:

I am guessing you have upgraded from CRM V1.2. We have had a number of
sites like this where this bug occurs. Essentially there are fields in
the table that the settings refer to that are null. This causes the
save to fail, or something along those lines. I would approach MS for a
fix as it is not recommended (or supported) to edit the database
manually.

Did you find a fix for this? I have the same issue.

"Aaron" wrote:

Great this is what i needed :-)
Thanks !

"Manisha Powar (MSFT)" wrote:

I don't know why that might be happening. Let me check up. In the meantime,
do you mind checking on the Outlook Client to make sure that the 'mail
merge' is not showing up after you try changing the option - just to verify
that the issue you're seeing with the settings area is not a UI only issue
(and that internally the setting is actually changing..)?

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"AL Mudhead" <ALMudhead@discussions.microsoft.com> wrote in message
news:27620556-CE3C-41F4-BCBF-F4690103A222@microsoft.com...

Val - are you not able to set the "mail merge" option in the org setting? Or
is that option ON but you're still not able to do mail merge?

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Val" <Val@discussions.microsoft.com> wrote in message
news:4CE47A5C-8A9A-4F07-A20F-D3D91EB97E45@microsoft.com...

Hi everyone, can you please try looking at the following KB, see if your
case matches with the KB and try the workaround?

http://support.microsoft.com/default.aspx/kb/916159

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Quig" <Quig@discussions.microsoft.com> wrote in message
news:5E8362F1-1671-4308-BA14-8002679837CE@microsoft.com...

We have a situation where all of the settings have been checked and are set
- one user that has Laptop client for outlook installed gets the merge
options
other users with just the outlook client installed do not
?? any suggestion as to why ?
( have applied rollup Update Rollup 2 for MS CRM KB927751 to all )

"Manisha Powar (MSFT)" wrote: