mmattson
Starting Member
3 Posts |
Posted - 2009-09-23 : 14:58:35
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I am trying to send an email to contacts located within our CRM system. I am using SSRS to report on this system. The email will go out weekly and needs to be dynamically populated to include all related records to that contact.
For example, the report I have written has the following results grouped on email address. How can I turn this into one email for each email address with the related data below.
I know I can export to Excel and do a mail merge or I could create a workflow or mailmerge within CRM that will do one record at a time - not acceptable because some contacts would get 20 emails each time this is run (weekly).
email1@domain1.com record1,field1,field2,field3,field4 record3,field1,field2,field3,field4 record8,field1,field2,field3,field4 record7,field1,field2,field3,field4
email2@domain2.com record3,field1,field2,field3,field4 record5,field1,field2,field3,field4
email3@domain3.com record1,field1,field2,field3,field4 record2,field1,field2,field3,field4 record4,field1,field2,field3,field4 record10,field1,field2,field3,field4
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