Automatic Email Scheduling utility

For use with: Microsoft Dynamics CRM

About the User: This project was commissioned by a client who provides tools for and information on the promotional gifts industry.

Project Brief: To dynamically send emails using content from a blog and SQL Server Reporting Services reports on a scheduled basis via Microsoft Dynamics CRM.

Features:

• Collating articles from a blog of various types into an HTML email with headlines and links to the original article.
• Collating the list of recipients from Contacts in MSCRM.
• Attaching customer-specific PDF reports created via SQL Server Reporting Services.
• Sending the email and recording in MSCRM Contact History.
• Scheduled for overnight processing.

Benefits:

• Saves significant manual effort collating the articles, links, reports and list of recipients.
• Ensures a standard, consistent email format.
• Overnight schedule minimises server resource requirements during working hours.
• Increased traffic to websites and blogs through the easy-to-read summary email.
• Increased engagement of customers by providing relevant and informative information on a regular basis.