in AttachRecord

About

LinkPoint Connect helps users be more efficient by providing access to the resources they use right where they need them. Users are able to access documents that are stored and maintained within Microsoft Dynamics CRM directly from IBM Notes. This eliminates the need to toggle between systems to find the right document to attach. In this section, you will learn how to access your Microsoft Dynamics CRM Sales Literature and attach items to outbound emails from within IBM Notes.

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Attaching Microsoft Dynamics CRM Documents to Outbound Emails in IBM Notes

Step_1

Open an outgoing email (either a new or existing email). Select LinkPoint from the toolbar, and then select CRM Document Library from the drop-down menu.

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Step_2Select the Microsoft Dynamics CRM Folder that contains the document and view a list of available items in the Documents list.

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Tip: Note that the document information is displayed below the Documents pane.

 

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Step_3Select an item in the Documents or Selected pane and click the arrows to add or remove the items.

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Step_4

Click OK to proceed.

 

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Note that the document from the Microsoft Dynamics CRM Sales Literature is now attached to the email. Finalize and send the email as you normally would.

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Download_WebDownload: Access the complete LinkPoint Connect: IBM Notes + Microsoft Dynamics CRM User Guide in .pdf format. Get the User Guide


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