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Customer experience | Sales, Customer Insights,...
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D365 marketing emails

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Posted on by 120

Where can I see the sent mails through marketing d365?I could not find any inbox for that.

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Mrunalini,

    1. Marketing emails are sent by marketing service, it won't generate traditional activity email records. 

    (Additionally, without Cc or Bcc fields.)

    Marketing email has a separate set of own corresponding activities, they are Insights data, we can view them in Email > Insights tab, or Contact > Insights tab.

    (Actually marketing email activities are stored in Azure and then synced back to the Marketing App, that is the reason why documentation tell us to set up Azure Blob storage and connect it to Marketing, if we want to do analytics report for marketing activities.)

    You could read this section for how marketing email works in Dynamics 365 Marketing:

    https://docs.microsoft.com/en-us/dynamics365/marketing/prepare-marketing-emails#how-marketing-email-works-in-dynamics-365-marketing

    2. Maybe you want to track marketing emails like when we track activity emails, if so, you could take following solution as reference:

    We could set a mailbox to "Reply-to address" field of marketing email record.

    3755.JPG

    The description of the field is here:

    https://docs.microsoft.com/en-us/dynamics365/marketing/email-properties#set-sender-and-receiver-options

    pastedimage1590110622014v1.png

    Recipient's reply will be forwarded to the reply-to address.

    In my test, I set the address to my CRM mailbox.

    4377.JPG

    Corresponding tracked email records:

    7823.JPG

    Activities in contacts' timeline:

    6443.JPG

    In a word, the method above will convert marketing email to activity email record,

    but we need to receive a reply email from recipient.

    Regards,

    Clofly

  • Mrunalini Profile Picture
    120 on at

    Hi Clofly,

    1325.Email.PNG

    Here is there any way to see to whom it was delivered(delivered=4), Who opened(since opens=1).

    I can't even see any activity Created for those contacts. So i need to know the Contacts to whom the mail was sent.

    Regards,

    Mrunalini

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Mrunalini,

    Total delivered: We can find details in Delivery > Delivery details > Delivered:

    Opens: We can find details in Interactions > Opened emails.

    In addition, we can filter interaction data by selecting a specific customer journey record.

    8270.JPG

    Regards,

    Clofly

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Mrunalini,

    Could it work for you?

    Regards,

    Clofly

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

  • Oseirf Profile Picture
    67 on at

    Hi Clofly

    we have the similar issue: Dynamics Marketing is used by our Marketing Department and sends out event-based Emails to our customers with Customer Journeys.

    Our Sales Department works with Dynamics CRM. When they get contacted by a customer "I got this EMail from you and it sounds great" our Sales Employee do not see the EMails sent by Dynamics Marketing in the social pane of the customer/contact. They furthermore have sometims to ask the customer to send the email to them that they see what was written... Is there a way to activate this?

    Thanks for any hint

    Regards

    Frieso

  • cloflyMao Profile Picture
    25,210 on at

    Hi Frieso,

    Have you set a mailbox to Reply-to address field of marketing email.

    Reply emails from customers will be sent to this address, thus you could set the field to mailbox of Sales Department.

    Regards,

    Clofly

  • Oseirf Profile Picture
    67 on at

    Hi Clofly,

    yes this is set. When the customer answers per Email we see our Marketing-EMail. But if the customer contacts us via Phone we are "blind". The same happens when we have a Meeting with our customer: we do not see which Marketing-Interactions took place automatically through customer journeys in Dynamics Marketing as these interactions are not visible in the social pane. Is the a way to have all Dynamics Marketing activities shown in Dynamics CRM, Social Pane?

    Regards,

    Frieso

  • cloflyMao Profile Picture
    25,210 on at

    Hi Frieso,

    Currently there is no trigger or monitor in customer journey to track response such as phone call from contacts.

    I have searched for whether there is possibility to integrate Dynamics with an Internet phone call service likes Skype or WhatsApp, 

    however, from existing connectors, it seems that we could only send text message or send a phone call to someone, while trigger likes "When a phone call is received" is not available.

    You could post your requirement to Ideas forum of both Dynamics 365 for Marketing and Power Automate:

    For meeting activities, you could add "Activity" tile in your customer journey to generate a related meeting activity.

    Regards,

    Clofly

  • slx Profile Picture
    386 on at

    Could we add datetime in a condition ?

    <!-- #if (gt this.createdon '2023-01-01') -->

    ?

    thank you

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