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ReportHello..
I need to send bulk mails to selected contacts/customers.
Is it possible in standard system.
I don''t want to do any customization.
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Hello..
I need to send bulk mails to selected contacts/customers.
Is it possible in standard system.
I don''t want to do any customization.
*This post is locked for comments
Hi Jonathan,
Segment and campaigns are part of NAV 2013 Extended pack and not available in standard pack.
Saurabh
You do not have this functionality in DYnamics NAV default version.
I also had this requirement few days ago and this is what I did.
First of all check the Posted Sales Invoice Page. In that there is a button "E-Mail" if you check that it does the same function you required. But it only work with a one single record. So in order to achieve the functionality we required we need to modify that function.
Functions are in the Sales Invoice Header Table.
Name
EmailRecords
SendRecords
SendReport
Check these functions and what these functions do is they create a PDF depending on the report define and then save it on the temp location.
"C:\ProgramData\Microsoft\Microsoft Dynamics NAV\80\Server\MicrosoftDynamicsNavServer$DynamicsNAV80\users\default\Domain\username\TEMP"
After that using "Document-Mailing" code unit and "Mail Management" code unit it send the mail via SMTP.
You do not have to do any modification to SMTP code unit because it handle this perfectly.
So what I did was created 3 new functions similar to bellow functions.
EmailRecords
SendRecords
SendReport
Then create another function in the "Document-Mailing" code unit to create the mail.
Problem was when I generate my reports for many customers I need to keep the track of all the report paths. So for that I created a new table which will hold the report path.
Then as a job I create all the reports in the NAV background and then send the mail automatically using another job.
Hi ,
This is the outlook security dialogue box to prevent any suspicious activity. However you can change the security setting option from your outlook.
Please follow below link for more details about it.
I hope this will solve your problem.
Regards,
Saurabh Shah
Hi Saurabh,
I checked with segment and it works with outlook and sending the emails with defined word template. The only issue is, in outlook for every contact email there is a security dialogue box appears which I need to click on "allow" so if there are 100 contacts then I need to click 100 times. Apart from this issue everything is fine.
Can you please suggest some solution for this?
Thanks
Hi Jonathan,
There is no need of Microsoft CRM for this. This is inbuilt function of Dyanamics NAV under sales --> Marketing --> Segment.
-Saurabh Shah
Hi,
You can use the segment functionality of CRM module in Dynamics NAV.
Please follow below link for more info:
msdn.microsoft.com/.../hh174278(v=nav.71).aspx
msdn.microsoft.com/.../hh165084(v=nav.71).aspx
You can create segment and select the list of contact in it.
After selecting the contacts, Select the interaction template code which is having correspondence type is email and wizard action is open. you can also use mail merge to create predefined mail template.
after selecting the interaction template code, click on the log button. your mail will be sent through the outlook.
Please note that it is require to have outlook installed on your machine to send the emails.
Let me know if you have any further queries.
-Saurabh Shah
it's not possible in nav standard. this is a typical customization issue.
short time ago there was already a discussion about that topic:
follow community.dynamics.com/.../322746.aspx
also read my answers in:
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