Send a document to a contact or an e-mail group [AX 2012]

Updated: March 23, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

  1. Click Sales and marketing > Common > Campaigns > All campaigns.

  2. Double-click a campaign, and on the Action Pane, in the Attachments group, click Attachments to open the Documents form.

  3. Select the document that you want to attach to an e-mail message.

  4. Click Send.

    Microsoft Outlook opens a new e-mail message, to which the active document is attached.

  1. Double-click a campaign, and on the Action Pane, in the Attachments group, click Attachments to open the Documents form.

  2. Select the document that you want to attach to an e-mail message.

  3. Click Send e-mail to group.

  4. In the E-mail distribution form, select the e-mail group that you want to send the document to.

  5. Under Address options, select Send to e-mail address.

  6. Click OK.

    Microsoft Outlook opens a new e-mail message, to which the active document is attached.

Note Note

You can use these procedures for any of the other main forms in Sales and marketing.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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