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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quick Campaign Failures
Customer experience | Sales, Customer Insights,...
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Quick Campaign Failures

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Posted on by KristenDME 35

Hello,

Hoping someone can help me out. Im the system admin along with one other. I noticed when sending out quick campaigns that when I create a campaign and Select an activity and who to assign the activity to: The owners of the records in the target marketing lists. That it always fails. If I send it assign to me it goes through. However the other system admin, it works fine and never fails. He and I create the quick campaign the same, so Im not sure what the differences are. I really want the owners of the records to get this email and not me since they are the sales reps. I

Preference are all allow and our email is set up server to server. All my outgoing and inbound are successful. I also leave the from blank, I have tried adding an email but again if I put it from me then I get the email responses. I want to owners to get them. I'm not sure what else to try. Any advise would be great!

  • Suggested answer
    CD-17051635-0 Profile Picture
    CD-17051635-0 11 on at
    Quick Campaign Failures
    I had a very similar scenario and solved it (after a lot of try&error and research) with the help of this trouble shooting article from Microsoft:
    Troubleshoot issues with in-app marketing - Dynamics 365 Sales | Microsoft Learn

    1. In at least one of the security roles of the User who will distribute the quick campaign emails you need to activate "Send Email as Another User" (in Tab "Business Management"):
     
    2. The user who will be the sender of the email (so everyone who automatically will be used as sender in the emails "From" field when you choose the quick campaign option "who to assign the activity to: The owners of the records in the target marketing lists") must activate option "Allow other Microsoft Dynamics 35 users to send email on your behalf" in his/her Personalization Settings:
     
    I hope this can help someone.
  • Suggested answer
    Alejandro Serdan Profile Picture
    Alejandro Serdan on at
    RE: Quick Campaign Failures

    Hi!

    The issue is not necessarily with your user but because you are the one triggering the action you get the error. As for the other system administrator we can´t tell if their configurations, BU, and all data involved in the quick campaign is identical as yours so we can´t assume that.

    My suggestion is to create an incident from the Admin Center so we can have an engineer assigned and look at the telemetry.

    Regards.

  • KristenDME Profile Picture
    KristenDME 35 on at
    RE: Quick Campaign Failures

    I'm the system administrator and have full permissions and Im the one that is having the problem in sending. There is no error the email just says fails, it doesn't say why it fails. The other person is also a system administrator as I mentioned, and he doesn't have problem sending the quick campaigns. So Im assuming there is something else besides permissions since I have permissions to do everything.

    As I mentioned the quick campaigns that fail or me is when I send using an activity and who to assign the activity to: The owners of the records in the target marketing lists. If I send assign to me it doesn't fail.

    I emailed our Microsoft partners but haven't heard back.

  • Alejandro Serdan Profile Picture
    Alejandro Serdan on at
    RE: Quick Campaign Failures

    Hi!

    It sounds to be a permissions issue which might be due to the owners BU, security configuration or just security roles setup.

    If you can share the error detail, we might be able to get to the issue.

    For faster resolution, I'd recommend you help us creating an incident from the Admin Center and we'll get an engineer assigned to take a deep look at the issue.

    Regards.

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