Send a document to a contact or an e-mail group

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Send a document to a contact

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.

Send a document to an e-mail group

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

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

See also

Create e-mail groups