Go to Dynamics: ahima.crm.dynamics.com and log in to Dynamics using your AHIMA credentials. Select one of the apps accordingly (e.g. AHIMA-Sales, AHIMA-AMS).
This article is a step-by-step on sending emails from Accounts or Contacts in Dynamics.
1. In the Timeline section of the account, contact, lead, or opportunity records, select + and then under Activities, select Email.
A new email pop-up window opens.
The From and To fields are automatically populated based on the user and the account and contact of the original record. You may also search for "NoReply" to send anonymously.
2. Write your email from scratch or select Insert Template to search for and apply a template.
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Explore HelpDesk Solutions on Using eMail Templates: Create & Insert New Dynamics eMail Template Insert e-Mail Template Using the Dynamics Outlook Extension |
3. Select Attach file if you want to add attachments.
4. Select Insert signature to search for and add your signature.
5. Click Send.
Attachments (2)
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