Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Dynamic Segment to lead ms crm marketing

Posted on by

Hi Partners!

Need Help.

Can we send email from dynamic segments to lead?
and how we can achieve that .

Partners help will be appreciated.

  • RE: Dynamic Segment to lead ms crm marketing

    Hi!

    We understand the situation; however, there's no workaround for that. You can use either processes or custom code to create the contacts for the Leads, it is mandatory for the module to point to contacts entity.

    Regards.

  • RE: Dynamic Segment to lead ms crm marketing

    Thanks for your reply!

    partner i know we can run campaign from in app module for just leads but i am looking for marketing app to run campaign for just leads as leads are more than thousand if i run campaign from in app sales then it can get black listed.

    hope you got my point if is there any workaround then please let me know really appreciated

  • Suggested answer
    RE: Dynamic Segment to lead ms crm marketing

    Hi!

    Then you can use the in-app Marketing module (Not Dynamics 365 Marketing):

    Create a marketing list using in-app marketing (Sales)

    docs.microsoft.com/.../create-marketing-list-using-app-marketing-sales

    The Dynamics 365 Marketing module uses Segments and is required to have a contact for each lead.

    Regards.

  • RE: Dynamic Segment to lead ms crm marketing

    Thanks for your reply

    but what if i don't have contact for each lead then how i can run campaign for just lead?

  • Suggested answer
    RE: Dynamic Segment to lead ms crm marketing

    Hi!

    All segments must point to Contacts. This means that you can target Leads in your segment but also you will need to select a Lead -> Contact relationship to retrieve the related contact record a lead.

    In conclusion, you need a contact record for each Lead. This is true for any entity you want to work with in segments.

    pastedimage1589391743895v1.png

    Regards.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans