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We have need to send two document links each year before 3/31 that uses certain contact data from our Dynamics 365 database (relationship type = "client" or "Fiduciary Committee". This solution should send a template email with the two documents linked and then update the date sent fields in each contact record.
We receive emails that have client info in the body of email, including email address with hyperlink. We need to set up a rule in outlook that will forward these specific emails (based on specific subject) to the specified email address but without email hyperlink in the body of email. If you know how to do that, please reach out.