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Send Quote Using Outlook as Email Handler

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Posted on by MDS

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When we send Quotes from Sales, it is sent via the built in mail handler rather than Outlook.

Is there a way to send directly using Outlook as the handler? I realise we can save the Quote PDF and attach it, but that seems clunky and will end up with hundreds of PDF quotes being deposited on the users Downloads area..

On a related note, we sometimes have the requirement to simply send a quick quote in the body of an email (not attached). How is this best achieved please?

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MDS 1,788 on at

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I wonder if anyone has any thoughts on these queries?

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Mohamed GRAIB 2,504 Moderator on at

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Hi Mds,

I recommande Power automate

You create an instant Flow Power automate. You trigger is Dataverse and then you configure the dynamic content of your email.

You can for example add the price, the adress or other informations in the body of your mail.

Second solution : You can create a workflow (on demand) and configure the content of your email.

I hope that's helpful for you.

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