Dynamic content for marketing email not showing Owner

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Posted on 3 Aug 2022 19:03:52 by cjanow3

I have just installed the Marketing App into my environment and I wanted to test a dynamic marketing email. I want to set the "From Email" and "From Name" to be the owner (systemuser) of the contact record, however the relationship is not appearing. What am I missing?

Thank you!

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cjanow3 2 on 04 Aug 2022 at 19:22:20

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RE: Dynamic content for marketing email not showing Owner

Nailed it, thanks!
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Community Member on 04 Aug 2022 at 06:09:55

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RE: Dynamic content for marketing email not showing Owner

Hi cjanow3,

In order to send emails from the Contact Owner, we need to enable the User entity in Dataset configuration settings.

The Dataset configuration settings allow you to choose which entities to make available for use in dynamic email content, segmentation criteria, and lead scoring in Dynamics 365 Marketing.

Dataset configuration (Dynamics 365 Marketing) | Microsoft Docs

Navigate to Settings > Data Management > Dataset configuration, check 'User (systemuser)' option:

Then click 'Publish changes' button after selecting the user entity.

Your new settings have been saved. Please allow up to half an hour for them to take effect.

Result: