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Invoices: automatic tempalte attachment to e-mail

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Posted on by Community Member Microsoft Employee

Hi,

I am trying to make some automatization in my CRM. When you are trying to send template(or any attachment to mail its realy painful and long procedure).

What i am trying to achive is when you click button "email" (new form email opens)there would be my Word template automaticly attached under attachments ( In every mail i need same word tamplate to be attached like default or something).

Pictuer of my email form.

This is word template that i need to be attached automaticly under mail attachments.

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Community Member Microsoft Employee on at

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RE: Invoices: automatic tempalte attachment to e-mail

Hi,

Thanks for fast replay.

Is there any way I can do this without workflows (I need button and some code behind it). If there is let me know.

Greetings,

Luka
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Thomas David Dayman 11,323 on at

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RE: Invoices: automatic tempalte attachment to e-mail

Hi,

You can create a Workflow which sends the Word Template automatically based on a condition without the need of clicking into menus. Someone had a similar requirement here:

community.dynamics.com/.../215083

Or you could create an email template instead and fire it off from a workflow.

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