Skip to main content

Notifications

Microsoft Dynamics CRM forum
Suggested answer

How to add attachments in Email sent using quick campaigns

Posted on by 645

Hi,

How to add attachments in Email sent using quick campaigns in CRM 2106 on premise

Couldn't find any attachment option while composing email using quick campaigns.

  • Nya Profile Picture
    Nya 29,054 on at
    RE: How to add attachments in Email sent using quick campaigns

    Hi,

    If the problem is urgent, it is recommended to create a ticket for MS to facilitate the solution.

    Best Regards,

    Nya

  • Integration Profile Picture
    Integration 645 on at
    RE: How to add attachments in Email sent using quick campaigns

    Hi,

    We want  to send the required document as a Hyper link in our CRM 2106 on premise environment, after uploading it to our public FTP, as our documents wont change frequently.

    But this is still not a convenient approach. Compared to directly allowing attachment option.

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: How to add attachments in Email sent using quick campaigns

    Hi,

    It is a known issue but it's not fixed yet.

    Here are some proposals from users:

    Microsoft Idea  · Feature of attaching files on Quick Campaign (dynamics.com)

    Microsoft Idea  · Send Email (with attachment) to Marketing Lists (dynamics.com)

     

    You can also post your proposal on the Ideas forum to drive this issue forward.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Integration Profile Picture
    Integration 645 on at
    RE: How to add attachments in Email sent using quick campaigns

    Hi,

    Our users don't want to use Email template. As this is a additional process instead of composing email directly in quick campaign editor.

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: How to add attachments in Email sent using quick campaigns

    Hi,

    You can create an Email template from Settings > Service Management > Email Templates.

     pastedimage1618557112505v1.png

    Add the attachment into the template.

     pastedimage1618557118468v2.png

    Create the quick campaign with the email template.

     pastedimage1618557124575v3.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,469 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans