Outlook Email Version Information

Excel & CRM Compatibility with Sending Email

HTML & Text Emails with Attachments

First of all, please contact us directly at 616.299.9872 or info@moneycops.com for all your Dynamics CRM Email Consulting requirements.

Sending email from Excel is actually pretty easy. We have been doing it for years. During that time we have executed some very sophisticated and highly successful email campaigns. So what is all this fuss about what version of Outlook to use? Glad you asked. The answer just got a lot more simple with the release of Outlook 2007 (2007 works great).

The Quick Answer

When sending email from Excel, certain versions of Microsoft Outlook display a security warning EVERY SINGLE TIME AN EMAIL IS SENT, and some versions do not (see the image below).

Since the whole point of our CRM email software is to allow for bulk email, you need to run a version of Outlook that 1) does not display it or 2) allows you to control it and eliminate it. You should be able to send large lists of emails with the click of a button. However, keep in mind Dynamics CRM requires Outlook 2003 or better.

More Details

1) Versions that don't Display It

Even though Outlook 2000 is really not compatible with Dynamics CRM, I will briefly mention I have used this version to send email from Excel successfully for years. The only catch was NOT to update it past SR-1. If you updated it past SR-1, say SR-2 or SR-3 for example, a "security message prompt" requiring a user to click every time an email is sent from Excel to Outlook is displayed! Why? Because these later Service Release patches included (was bundled in) an email security patch that causes the prompt. Don't install it, or anything that has it bundled in, and it worked perfectly. Just giving you a little history.

2) Versions that Allow You to Control It or Eliminate It

Right off the bat, I will tell you Microsoft Outlook 2007 works best. This is what I use. There is a setting which can be changed to eliminate it from showing.

Outlook XP and 2003 (I am about 99% sure) have the email security patch built into them and I am pretty sure it requires a third party utility to eliminate the prompt. Check the Description of known interoperability issues with the Outlook E-mail Security update at Microsoft's web site for further details. The one Third Party Outlook utility I am aware is available for FREE. Please check it out for yourself.

What You Do First

In a nut shell, simply get our free email Excel download and try it. Start there. See what happens. In the event you see the prompt, you can either seek information at Microsoft's web site, seek a third party utility or upgrade to Outlook 2007. Pretty straight forward.

Determine what Version of Outlook Your are Running

Open Outlook, go to the Help menu, then choose About Microsoft Outlook.

Please download our FREE email TEST program now!

Holy Macro!

The TEST Excel email sending software will not function without macro's enabled. ALWAYS choose to "enable macro's" if asked. IMPORTANT: TO AVOID ANY PROBLEMS, DO NOT EXCEPT THIS SOFTWARE FROM ANY SOURCE BUT MoneyCops.com.

Unzipping the File

After downloading the file, simply double-click the file and a splash screen will be displayed. Click the "Browse" button and choose any place on your computer you wish. Then, click "Unzip" and close the splash screen.

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