Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Sending emails to a ma...
Sales forum
Answered

Sending emails to a marketing list

Posted on by 155

I am using the education accelerator which sits on top of Dynamics Sales. We need a way to communicate with the parents of our students. I know I can create a marketing list. How do I send emails out of Dynamics. Do I need to use a third party? 

Categories:
  • CU02050725-0 Profile Picture
    CU02050725-0 14 on at
    Sending emails to a marketing list
    I was looking for this method, thanks for your question!
  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Sending emails to a marketing list

    Hi,

    For marketing list, the quick campaign is more convenient obviously.

  • RyeTeacher Profile Picture
    RyeTeacher 155 on at
    RE: Sending emails to a marketing list

    Thank you that was very helpful! Is it a best practice to send emails out like this? Or is it better to use something like MailChimp? Do you know if there are advantages/disadvantages one way or the other?

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: Sending emails to a marketing list

    Hi,

    You can refer to my screenshot.

    pastedimage1675230878740v1.png

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Sending emails to a marketing list

    Hi,

    Did you configure the email server profile and mailbox?

    This link may help you.

    Email issue with Quick Campaign - Dynamics 365 Customer Service Forum Community Forum

  • RyeTeacher Profile Picture
    RyeTeacher 155 on at
    RE: Sending emails to a marketing list

    Thank you Eiken! So we really don't need something like MailChimp we can just use the Quick Campaign? I just tried to send a test mail through the quick campaign but I never got the test email. Do I need to turn on a setting of somesort?

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Sending emails to a marketing list

    Hi,

    First add the account/contact/lead who you want to communicate with.

    pastedimage1674803496223v1.png

    Then create the quick campaign that the activity type is email.

    pastedimage1674803705769v2.png

    pastedimage1674803785337v3.png

    Edit the detail of email and send it.

    pastedimage1674803796928v4.png

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,392 Super User on at
    RE: Sending emails to a marketing list

    Hi Rachel,

    Why are not using the Marketing list? That is the best way to send the emails out from Dynamics.

    Also, you can use third-party tools like MailChimp and Sendinblue

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans