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Can the Marketing app be configured to search on a custom entity for email addresses or is it only the OOTB email fields?

Posted on by 160

Hello,

I have been asked a question regarding Marketing App configuration. The requirement is to be able to send to multiple emails and email types. Our client has created a custom Email entity (independent our our D365 Address entity). How will this affect the connection with the Marketing app? Can the Marketing app be configured to search on a custom entity for email addresses or is it only the OOTB email fields?

Thank you for your help,

Lynn

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  • Suggested answer
    Aga M Profile Picture
    Aga M on at
    RE: Can the Marketing app be configured to search on a custom entity for email addresses or is it only the OOTB email fields?

    Hi Lynn,

    If you would like to send to an email address from a custom "Email" entity associated to a given recipient/contact, you could do this by creating a relationship between "Contact" entity and "Email" entity. Then, in the "To address" field in the email editor - you could use the "Assist Edit" </> functionality to select an email field from the "Contact -> Email (Contact)" related entity.

    Please let me know if it solves your scenario.

    Best Regards,

    Aga

  • Vivek_Singh Profile Picture
    Vivek_Singh 385 on at
    RE: Can the Marketing app be configured to search on a custom entity for email addresses or is it only the OOTB email fields?

    Hi Lynn,

    Thanks for reaching out!!

    What you want to achieve here? As per my understanding, marketing App cannot send a custom email entity, only msdyncrm_marketingemail. 

    Regards,

    Vivek Singh

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