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.