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Hello,
does anyone have a documentation about the "marketing" modul inside business central? The official docs aren't so helpful.
The particular problem I face is, that I want to send an attachement to some contacts:
1. When I want to use a template to formate the email properly, it's not possible to use a attachment
-> so in this case I have to manually change each mail with the word-templates.
2. When the first problem is solved - how do I send all Email at once? So that I dont have to go through every mail...
Thank you!
Tom
That is correct. Sorry I missed that part. I wish Microsoft let us to do that.
One time as a workaround I added my attachment info at the end of my word template. Marketing was not happy about it since they needed two files attached. But it worked.
Hi
Have you created Interaction Word Template and tried? https://yzhums.com/12509/ you can go to Interaction Template then Create Interaction Word Template. Then when you have that ready and test it you can follow this video below and for section that you need to select interaction template select that word template.
Hi,
You can define your word report layout to send email with a particular report. Please see the image below. Let me know if this solve your problem.
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