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Microsoft Dynamics CRM (Archived)

How to attach a File in the email which is send through Campaign

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Hi all,

I want to send the Mail through Quick Campaign  . In that mail i want to attach a File with that and send to many people.

In CRM 2015 the mail attachment cannot be added in that Campaign mail. I need to add attachment through Template  only.

If i add the attachment through templates in the mail that attachment is not going to all. Only the mail is going.
How to send a mail with attachment to all the person in that campaign process.

Please assist........

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  • Community Member Profile Picture
    on at

    When this issue for the Attachment will be solved  any update on this .....

    update 0.2 is released or not ?????

  • Lucas Blackburn Profile Picture
    on at

    You will probably have to think outside the box on this.  You can create a workflow based on a marketing list that will trigger child workflows on each individual member of the list to send an email.

    This solution will allow you to do that piece.

    crm2011distributewf.codeplex.com

    In each of the workflows for each member, you will have to create the email record (not send), then update it with an attachment, then update it to send by setting the status to "pending send" and setting the attempts to "0".  The system should automatically pick it up.  Make sure the user sending the email is using the email router or CRM for Outlook - this doesn't appear to work with server-side synch.

    The downside to this approach is that the attachment you want to use isn't easily configured - it must be updated in the workflow itself.

  • Community Member Profile Picture
    on at

    Hi thanks for the reply...

    Sure i will create a separate work flow to create a separate a plugin to achieve the same .

    I will update whether this works or not  

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