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Sending emails from CRM to our staff regarding clients Our organization is trying to find a way to send an email from CRM about a client to a staff member and have it track in CRM For example, relaying a note from a staff member (without a CRM user license) to the appropriate salesperson (with a CRM user license) about a client
Spread your Presentation with PowerPoint to DVD Solution Direct PowerPoint to DVD solution is the first choice if you want to share your presentation to more people with DVD That is the most convenient way to get the job done If you don’t mind spending more time on converting your presentation to video and burning it to DVD, the other 6 solutions are available according to your needs Edited byspring_submitMonday, September 3, 2012 2:03 PM
Email template and custom entities: how to prompt for modification When the users hits a button (or starts a workflow or whatever is the approriate way) it should create an email based on a template and fill it with custom values from the employee record and a template text Next it should show the email in a dialog to the end user for correction modification and attaching the contract