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Bulk (Mass) E-mailing from CRM 4.0

Microsoft Dynamics CRM 4.0 has a variety of options for sending multiple e-mails. It can be confusing deciding which option to use because of the various restrictions. This table summarise the options:

Feature Direct E-mail Quick Campaign Workflow
Can use E-mail Templates* Yes (only e-mail templates may be used) No, but can use Word Templates when selecting E-mail
via Mail Merge
Yes or compose an e-mail within workflow
Available Entities Lead, Opportunity, Account, Contact, Quote, Order,
Invoice, Case
Leads, Accounts and Contacts All entities including custom
File Attachments No No Yes only on messages defined in workflow, not
available with e-mail templates
Tracks Campaign Responses No Yes No
Selecting Recipients Selected records on a page in a view
All records on current page in a view
All records on all pages in a view
Selected records on a page in a view
All records on current page in a view
All records on all pages in a view
Within a single record
Selected record on a page in a view
All records on current page in a view (i.e. max of 250 records)
Not available for all records on all pages in a vew
Specify sender Yes - user or queue Yes - user, owner of record or another user or queue Yes - user or queue but defined in the workflow

* E-mail templates may only be created for Leads, Opportunities, Accounts, Contacts, Quotes, Orders, Invoices, Cases, Contracts, Service Activities and System Jobs or may be Global.

 

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