Jacob Mondrup
2010-05-07 09:56:15 UTC
Hi.
We have migrated from Siebel to MS CRM 4.0. We are happy with the decision,
but very disappointed by the default options on e-mails, especially e-mails
in quick campaigns:
- Graphics cannot be inserted, e.g. a company logo
- A file, e.g. a PDF, cannot be attached
Can anyone help with a workaround, or any tips on a third party add-on /
tool that can expand the functionality in CRM?
We have tried deferent workarounds:
- Export the targets e-mail addresses to Excel. Design the e-mail in Word,
and send the e-mails from Word via the Excel list merge. That solves the
graphics issue, but not the attached file.
- Create a workflow with the e-mail that the user can run on demand. Solves
the attached file issue, but not the graphics.
None of the workaround is very user friendly.
Any ideas?
Regards
Jacob Mondrup
Denmark
We have migrated from Siebel to MS CRM 4.0. We are happy with the decision,
but very disappointed by the default options on e-mails, especially e-mails
in quick campaigns:
- Graphics cannot be inserted, e.g. a company logo
- A file, e.g. a PDF, cannot be attached
Can anyone help with a workaround, or any tips on a third party add-on /
tool that can expand the functionality in CRM?
We have tried deferent workarounds:
- Export the targets e-mail addresses to Excel. Design the e-mail in Word,
and send the e-mails from Word via the Excel list merge. That solves the
graphics issue, but not the attached file.
- Create a workflow with the e-mail that the user can run on demand. Solves
the attached file issue, but not the graphics.
None of the workaround is very user friendly.
Any ideas?
Regards
Jacob Mondrup
Denmark