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Finance forum Submit electronic documents for Sales e-invoice (SA) . Posted on by Community member 2. Hello All, I have configured RCS with Sales e-invoice (SA) , Sales e-invoice Zatca (SA) compliance Check and Sales e-invoice...
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Step 2. Click insert Template button and select your email template. Step 3. Click send button after the doc is added to the attachment list.(If your doc was not added to the attachment list, the doc wouldn’t be sent with the email) Step 4. Result: This way you can attach the document in your email template.
Customer Insights - Journeys forum Dynamic display of email name in real time marketing emails. Posted on by Cedric Simon 5. Hello everyone,I'm looking to dynamically display the email name in a Real-time Marketing email.Has anyone successfully achieved this before? If so, c...
Customer Service forum Record Creation and Update Rules (ARCs) & Embedded Inline Images. Posted on by Community member. Is there a system setting or other way to manage incoming email attachments with the Record Creation and Update Rule (ARC) process?We have a situ...
Microsoft Dynamics CRM forum Search not returning results from Email Body, (Description Field). Posted on by Community member. When using the Search box with Dynamncs 365 Customer Service Workspace, we aren't receiving results from the body of emails, only the subject
Answered. Microsoft Dynamics CRM forum Convert the word Document to PDF in custom workflow activity or plugin. Posted on by Community Member UG Leader. Hi All; i have a word document attach to an entity i want to pick that word document and convert it to pdf and then create and email and attach with it i am struggling in the part of creating ...
