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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Multiple recipients fo...
Microsoft Dynamics SL (Archived)

Multiple recipients for Quick Send

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Posted on by Community Member

We are being asked to send invoices to recipients in different depts.  Is there a way to set up Quick Send for multiple recipients?

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  • Suggested answer
    Mark E Profile Picture
    Mark E 6,451 on at
    RE: Multiple recipients for Quick Send

    I was able to do this by setting up an Outlook rule to cc: an individual for each QS email that was sent, just have to set rule that fits the criteria you want to limit (e.g. based on words in Email message header)

  • Community Member Profile Picture
    Community Member on at
    RE: Multiple recipients for Quick Send

    Is there any way to CC recipients on Quick Send items, invoices, in particular? Several clients have requested we CC an individual or group on invoices, and unfortunately the additional receiver option makes it appear as if we're only sending to one email address.

    If this functionality doesn't exist inherently, is there a workaround we might be able to utilize? Other than manually sending...

    Thanks

    Rose

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Multiple recipients for Quick Send

    Hi Oki_jin,

    Example you will setup a quick send for a customer in Customer Maintenance, go to Quick Send tab and at the very end column is "Additional Receivers".

  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at
    RE: Multiple recipients for Quick Send

    Hi Oki_Jin,

    Yes - in Customer Maintenance, Quick Send tab, the very last field in the grid is Additional Receivers.  You can set them up there.

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