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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / workflow on marketing ...
Microsoft Dynamics 365 | Integration, Dataverse...
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workflow on marketing list in dynamics 365

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Posted on by Sumaira Noor 1,085

Hello community experts,

There is a requirement where i should be sending email to all the members in marketing list using on demand workflow / flow

We should use email template and that template should  include Leads company name, last name and other details of lead

And when i create marketing list and select that list it should show me an option to manually trigger Workflow for selected marketing lists

I tried working on this, but since there is no email template for marketing list, i didn't understand how to work on this

Kindly guide,

Best regards,

Sumaira Noor

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Sumaira,

    If you need to send emails to the members in only one marketing list, then you could create a Quick Campaign in the marketing list.

    pastedimage1589956388542v1.png

    pastedimage1589956439580v2.png

    pastedimage1589956453477v3.png

    If you need to send emails to members of multiple marketing lists, then please refer to this thread.

    https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/385979/bulk-create-custom-activity-entity-records-based-on-marketing-list-members

    This is a similar requirement, and I provided detailed screenshots of Flow there. If you have any questions about this, you are welcome to raise them here.

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,085 on at

    Thanks a lot for the response Lu

    I'll check by implementing

    Best Regards,

    Sumaira Noor

  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    Has your problem been solved? Need more help?

    Please don't forget to click Yes under "Did this answer your question?" to close this thread.

    Thanks.  

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,085 on at

    Sorry Lu, since the requirement is still on hold, i forgot to close the thread.

    Thanks a lot for the help

    Best Regards,

    Sumaira Noor

  • Elizabeth West Profile Picture
    Elizabeth West 5 on at

    Thank you!

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