Dynamics 365 (Customer Engagement) can we send emails to Contacts to their email addresses other than their primary email?

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Hello Community,

In Dynamics 365 (Customer Engagement), my understanding is that the system will always default to the primary email address of the contact when sending emails. Is there a way to make it (without writing any custom codes) so that we can send emails to other email address fields on the contact, and not using the Primary email? For example, if we have the Primary and Secondary email address fields on the contact record, and if the contact specifies that the Secondary email address is their preferred email for certain category of mailing, then I would like email communication to be sent to the Secondary email address, instead of the Primary email.

Is that possible?

Any feedback would be appreciated!

Thank you!

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a33ik 84,331 Most Valuable Professional on at

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Hello Eric,

I'm afraid there is no way of doing it without writing of something custom.

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Aditi_Mohpal on at

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Sorry Eric, it only sends email to the primary email address, so unless you put that other email address in the primary field , then it won't send an email to email address 2 field.

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RaviKashyap 55,410 Moderator on at

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Hi,

Here is a workaround you can try (witout any code).

Create additional option set field field called "Preferred Email" with values as "Primary Email" & "Secondary Email". Use the below out of box fields-

Primary Email - emailaddress2

Secondary Email - emailaddress3

This means you leave the actual email field which is emailaddress1 as blank. Now you need to create a workflow which triggers on create/ update of "Preferred Email" field.

Within the workflow, check the value of "Preferred Email" field and based on the value put either Primary Email or Secondary email in the actual email field i.e. emailaddress1.

If you have existing contacts then you have to do some data update like moving the current primary & secondary email values to the new primary & secondary email.

With the above workaround, you can still send email as normal though it will be sent to the preferred email address selected on the contact record.

Hope this helps.

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Community Member on at

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Thanks Ravi for the suggestions above!

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erhan.keskin 2,253 on at

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Hi,

Unfortunately Dynamics as-is functionality doesn't provide this type of ability. However, some tools in the market for marketing purposes would bring the functionality e.g. ClickDimensions (Send emails to alternate email addresses).

In order to get the solution quickly I would suggest to;

use emailaddress1 field as "Preferred E-mail"

use emailaddress2 field as "Primary E-mail"

use emailaddress3 field as "Secondary E-mail"

create a option set or two options to select which one is the preferred E-mail. Options: Primary E-mail, Secondary E-mail

create a WF or Business Rule to populate the preferred e-mail into the "Preferred E-mail" field.

Regards,

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PS10 8 on at

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Hi,

Did you get it working, i am now running in the same situation.

Thanks,

PS

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Community Member on at

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Hi PS10,

Sorry for the late reply, this slipped through my notifications..

No, as suggested by others above, the only way (without codes) is to manipulate the primary email address using workflows to update the field with other preferred email addresses.

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