Topic: ‘Email’

This blog will focus on the new version of the Dynamics CRM 2011 Outlook Client. We’ll dive into three new features that will simplify and greatly enhance your Dynamics CRM experience:

• Applying conditional formatting from within Outlook Client listviews
• Sending CRM templates, articles and sales literature from within your Outlook application
• Using Outlook to set up categories, follow-ups, and reminders on CRM records Read the rest of this entry »

Ever wonder when it’s best to use direct email or a quick campaign for email? This short post will help you know when one is more efficient over the other. I’ve also created a small chart that compares what can be accomplished (and what can’t be accomplished) when using each form.

Direct Email functionality is used when there’s a template that you want to use to send the email (the main difference between this type of email and a QC email). You can use the Advanced Find feature to search for a large amount of potential receivers. This lets you create a personalized view that you can use to send direct email. After you complete and save the Advanced Find view, it’s only a few clicks until you’ve completed the direct email process.

A Quick Campaign is a campaign where there is only one activity to be done (only emails will be sent out, only phone calls will be made, etc.). It’s done using a Quick Campaign Wizard, and is really easy to create. Just highlight all the Leads, Accounts, Contacts, etc. that you want to be emailed, and then click Create Quick Campaign on your Actions menu above the listview. It pretty much takes about one minute to complete, so it’s pretty simple. However, if you use the Quick Campaign Wizard, you cannot use an email template. Also with QCs, you can capture response data if you want to track the responses of the people who received the email.

Here’s a simple comparison breakdown between Direct Mail and Quick Campaigns:

We recently encountered an issue where Microsoft Dynamics CRM 4.0 would crash after the client sent emails while using the Microsoft Dynamics CRM Email Router. Microsoft has released a Hotfix Download to solve this issue.

Here’s the link to the Microsoft Help and Support site where you can download the Hotfix:

http://support.microsoft.com/kb/959248/en-us