Like many other Dynamics CRM users, I was pretty happy with the program, but I had a short wish list of items that just would have made my life easier. I am happy to report that Microsoft was indeed listening….Here are the three little tweaks that make my top ease-of-use list.
- A key feature was missing from the Bulk Email functionality -- the ability to add attachments.
- Something else that I could really have used? A way to use email templates when distributing Campaign Activities and Quick Campaigns. I have to admit, this missing feature drove me NUTS.
- And the best one – make my email template “remember” that I have sent an attachment out with it previously, so that every time I use that template, attachments are sent out automatically.
-Adding attachments to email templates in Microsoft Dynamics CRM is as easy as adding an attachment to any email. The email template form now comes with an attachment section embedded.
-And using a template in a Quick Campaign? There is a neat little check box that says, “Use Template”. Easy-Peasy.
-And of course, with the last feature, having the template remember to include an attachment – I don’t have to do ANYTHING. It’s automatic.
I love it when they listen.
Happy New Year.
Feel free to contact me with any questions you may have: Donna Krizik, Feterick & Associates, Inc 847-795-8200 x202 or [email protected].
Submitted by Feterick & Associates, Inc –Microsoft