Skip to main content

Notifications

Microsoft Dynamics SL forum
Suggested answer

campaign/marketing list- emails with attachments

Posted on by 15

Hi,

Can you help please.

I am looking to send an email with an attachment to a marketing list. It sounds simple, however I am self taught and struggling..

Many thanks in advance..

  • CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: campaign/marketing list- emails with attachments

    Hello again CWASM,

    Did you have further questions, I'm probably not helpful if your aim is to do this with SL, but I do think you might want to look at something like this

    www.ventureharbour.com/.../

    If any Partner would like to add to this thread please feel free!

  • Suggested answer
    CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: campaign/marketing list- emails with attachments

    Dear CWASM,

    The only attachment feature I know of is in "Quick Send" and I only see these for Flexible Billings.

    That particular attachment feature is more for a summary invoice. You could probably put a URL link to download the file in the body

    of the message..Quick send sends out invoices, statements and such, I don't see any function in its setup that allows for using attachments.

    This is normally done in a setup screen (Flexible billings has an attachment field in the Billing information screen for example)

    I checked another commonly used Quick Send setup in AR for a customer, and I don't see anything that would allow to attach a file other then the quick send invoice or statement

    Naturally you can contact your consultant as you may be able to customize a quick send report to include the information you need. 

    Best Regards,

    Jana MacDonald

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

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

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... 290,522 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,441 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans