From the Microsoft Dynamics CRM Blogs: E-mailing Attachments En-Masse, Emailing a Link in CRM 2011, and Avoiding Conflict with CRM 4.0 Rollup 15
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How to E-mail Attachments En-Masse in CRM (No Custom Code Required): Leon's CRM Musings walks us through an example of how to send a host of attachments with one click:
"At a pre-sales meeting recently, a client mentioned they deal with foreign students and sometimes need to send all attachments associated to a contact to a government department for reporting purposes e.g. visa records, passport information etc... A new feature of CRM 2011 is the ability to send all the attachments associated with a sales literature record with one click. Sure enough, not only can I create a relationship between contacts and sales literature but I can rename sales literature to something more appropriate (e.g. Student Documents). To print, we open up the sales literature record and click the ‘Send as E-mail' button.
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This post was written by: Rahil Anouar
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