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:

FeatureDirect E-mailQuick CampaignWorkflow
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 EntitiesLead, Opportunity, Account, Contact, Quote, Order,
Invoice, Case
Leads, Accounts and ContactsAll entities including custom
File AttachmentsNoNoYes only on messages defined in workflow, not
available with e-mail templates
Tracks Campaign ResponsesNoYesNo
Selecting RecipientsSelected 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 senderYes – user or queueYes – user, owner of record or another user or queueYes – 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.

Leave a Comment

Your email address will not be published.