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Hi Experts!
For legal reasons we need to attach pdf files (contracts, etc) to transactional emails in Dynamics 365 Marketing. I understand that the recommended method is sending out a link, but Legal cant accept it. These are not marketing emails, we only want to send contracts, etc in transactional emails. Any idea for this?
Thanks, Laszlo
Hi Iaszlo,
You can refer to the following three options:
1. Convert your pdf contract into image file, then embed it in marketing email.
2. Convert your pdf contract into HTML code, then copy the converted content to marketing email directly, and display contract detail dynamically to different contacts by dynamic expression.
3. Upload your contract pdf file to OneDrive, then create a link with password and expiration date, embed both link and password in marketing email.
Regards,
Clofly
Hi Laszlo,
For security/deliverability reasons, we're not providing the capability to attach files to emails sent out of Marketing app, so links are the only option.
Hope this helps
Martin Kovac, Microsoft Dynamics 365 Marketing
Please don't forget!: If you have gotten the answer to your question - please mark your question as answered.
As Martin mentioned, attaching files is not available as a capability for security and deliverability reasons. Please feel free to submit this on the ideas forum for future considerations as a feature.
Thanks,
Preeti Rana
Hi laszlo,
Have you found any answer which might help you?
We will be glad if you could give us feedback or share your thought.
Thanks. :)
Please kindly mark as verified to close the thread if you had found any answer helped, it would be really appreciated.
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