This article describes how to send emails in workflows with dynamic images. Sometimes, it happens that e-Mail programs do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.
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. In order to enable MS Word inserting a picture link in your template, follow the instructions below (valid for Word 2013):
Open your Word Template and select “File“:
An overview opens. Click on “Info”. An Info-overview is shown. Choose “Properties” and “Advanced Properties”:
In the following window, switch to the “Custom”-tab:
Set the “Name” as “AlwaysExportImagesAsBase64” and set the “Value” to “false”. Then click on the [Add]-button and then the [OK]-button.
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.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.