Hi,
What options do I have to send an email to all the members of a Marketing
List with an attachment (.pdf). (Same attachemnt goes to all the members).
How can I do this?
Steps to do it, Workarounds, Custom Dev Options any type of a solution is
appreciated.
Thanks
Q

Hi Qureshi

There is a 3rd party apparently that will do this, I have not used it so I
don't know how good it is. Its called mscrm add ons or something.

One workaround is to create and advanced find with the contacts with a
related option to indicating the marketing list name. The results will be a
list of contacts that belong to that particular marketing list. Make sure
you choose the email address column in your advanced find.
Export the results to excel, highlight the column with email addresses, cut
and paste into a new Outllook email (To, cc or Bcc) fields. The email
addresses will format themselves in the field appropriately and seperate
themselves by semi-colons.
Attach the PDF, and then hit send. If you want the email to be associated
with each of the contact records, be sure to hit "track in CRM" button as
well.

The downside to this solution is that it requires an extra few steps and you
have to use the mass contacts, which some spam filters don't like.

SDK wise, I am working on something that will allow file attachments to
email templates, I created a ASP page and a database that links files to CRM
email templates. The plan was to use the pre-email callout to grab the
attachments to the emails during a bulk email but unfortunately with the
pre-email callout by the time it gets to that stage the object no longer
"knows" what email template it was created from so I can't tell it what files
to grab. I also cannot add attributes to the email template entity that are
transferable to an email. If I ever get this working I will post a how to on
the CRM development newsgroup.

Finally, find the posting in this newsgroup for a product suggestion to
allow attachments to bulk emails and vote for it so when v4.0 comes out this
won't be an issue.

I have had 3 customers in a row ask how to do this very thing and are
absolutely shocked that CRM does not allow this. (for the rest, they like
the program)

BTW - MS suggests that you put a link in the email body to a web site where
the file is...

HTH

--
Nick


"Qureshi" wrote:

Hi Nick!

We are also exploring the possibilites of attaching files for Bulk email in
MS CRM.

If you have a solution , please share it with me.

Thanks,
Nikhila

"Nick" wrote:

Hi Niki

I haven't made much progress on the attachements to templates, but I got a
dogs-breakfast of code put together to open an outlook email (from a
marketing list form) and populate to "to" or "bcc" it with all the emails of
members of a list. Once I clean it up and make it more portable (its
hardcoded to my dev server) I will post. This should happen soon as I have 2
customers that are waiting on it and bug me almost daily! The only issue
with this code is that it has multiple emails address in a "to" or "bcc"
which spam filters don't like.

--
Nick


"Niki" wrote:

Hi Niki

We have a customer with the same problem, can't send attachments with emails
from mail merge. Also they want to choose whether recipients are BCC'd or
CC'd.
Do you know if this is an option now ?
Keen to get access to your code when available

Rgards

Scott wilson

PS where do we go on the NET to register with MS that we want this fixed ?

"Nick" wrote:

We set up a link to point to the PDF on our sharepoint server.
When the recipient of the email clicks on the link the PDF loads up.

Gerry

"Scott Wilson" wrote: