Send monthly account statements as PDF attachment in bulk emails

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Posted on by Yadnyesh Kuvalekar

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We have a customer in BFSI domain and they use D365 Sales, Customer Service and Marketing module.

The customer has come up with a requirement of sending approx. 10K emails every month to contacts with an email attachment which is specific to the contact. They want to send emails in bulk but have attachment specific to the contact and the email should also appear in the timeline of contact.

Is this achievable using Dynamics 365 Sales or Marketing module?

What licenses will be needed and what limitations need to be considered if this is doable?

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Dengliang Li Microsoft Employee on at

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Send monthly account statements as PDF attachment in bulk emails

Hi,

You can send bulk emails in the Marketing (Now Customer Insights - Journeys) app.

If you are using the trial version, you can send up to 1000 emails per month.

Customer Insights - Journeys limits for trials - Dynamics 365 Customer Insights | Microsoft Learn

For the basic license, have 10k interactive people per month and can send 100k emails per month.
Customer Insights license guidance - Dynamics 365 Customer Insights | Microsoft Learn

You can view the monthly interaction quotas on the Quota limits page.
Monitor your monthly quotas - Dynamics 365 Customer Insights | Microsoft Learn

You need to enable Send Direct Email in Advanced Settings->Mail Configuration->Mail Configuration Settings for the bulk email feature.

Send bulk email with Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn

You can add PDF attachments to email templates. You can use email templates when using Send Direct Email for bulk sending.

To display email activity on the timeline you can refer to this official documentation.
Timeline Overview for Users - Power Apps | Microsoft Learn

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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