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Microsoft Dynamics CRM (Archived)

Sending Sales Literature Problem

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Posted on by Microsoft Employee

We have Outlook Client hooked up to Outlook for CRM 2013.  We can add accounts, leads, contacts...ect.  But when I go to attach sales literature the associated box comes up empty (unless you add sales literature through Outlook).  I have multiple documents in the Sales Literature section of CRM, but for some reason it will show up in Outlook.  The email config is set up correctly for CRM to Outlook.  I did notice under the Sales Literature configuration section that the box that says "Sending email (if an email field does not exist, then one will be created)" is not checked and greyed out.  Is that the problem with this channel not being able to communicate to send the sales literature that we have in CRM to Outlook?  Any help would be greatly appreciated

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