This article describes how to send emails with dynamic images for emails. Sometimes, it happens that e-Mail programs do not resolve inserted dynamic images correctly when they are embedded. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.
How to prepare your DocumentsCorePack TemplateDesigner
First, open a template or create a new one with the email content. Then insert the dynamic image into the document.
There are two different ways to insert dynamic images in a Word Template:
1) Insert pictures as “Base64String”
Then the picture will be inserted in the email content as a picture. This is set in Word as default. Sometimes it happens, that email programs do not resolve these pictures correctly when sent.
2) Insert pictures as a “Link”
With the “Insert as Picture-Link-Field”-functionality users are able to insert a picture directly from a link that is stored in any CRM-field! Available for DocumentsCorePack v5.97 and higher. Click here to download and test it. For more information on how to insert a Picture-Link-Field to your template please click here for a step-by-step description. Please note, that the recipient needs to access the picture externally.
Enable Word properties to use picture link
As a default, Microsoft Word properties are set to always insert pictures as “Base64String”. This means that the picture will be inserted in the email content as a picture. Sometimes it happens, that email programs do not resolve these pictures correctly when sent.
To make it work correctly, just open the “Advanced Settings“, navigate to the “General Tab” and tick the “Do not export Picture-Link-Images as Base64“.
Please Note: You have to enable this property for every Template you want to insert dynamic images. Now, Picture-Link-Fields can be inserted into your Template and resolved correctly.
Once finished, save your template!
Next, create or open an appropriate email-workflow and upload your template. As a result, the picture has been added as a picture link and the email program is able to resolve it correctly when sent. (See next screenshot)
Next, open your CRM and navigate to an entity e.g. “Account”, “MSCRM-ADDONS.com”. Click on the “more commands”-sign at the top to start a workflow.
Learn how to create a workflow here.
Back to “How to use a picture with DocumentsCorePack“.
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