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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Bulk Email Send in dynamics 365

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Posted on by 1,077

Hello Community Experts,

How do i send email to multiple contacts or leads in dynamics 365 for sales?

Kindly guide

Best regards,

Sumaira Noor

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,077 on at
    RE: Bulk Email Send in dynamics 365

    Thanks a lot Lu it helped

  • Verified answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Bulk Email Send in dynamics 365

    Hi Sumaira,

    If you are using Sales Hub, then you could run quick campaigns of Leads.

    pastedimage1586312496903v1.png

    If you are unable to run quick campaigns for leads, please check if you can add leads to marketing list.

    pastedimage1586312561516v2.png

    In the marketing list for leads, quick campaigns can be run..

    pastedimage1586312639190v3.png

    If this way does not work for you, then you could create an email and add Leads into the To field.

    In addition, administrators or managers can create some common on-demand workflows of sending emails to let users run directly on Leads.

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,077 on at
    RE: Bulk Email Send in dynamics 365

    Thanks for the response Lu, I'm unable to run quick campaigns for leads

    Kindly guide,

    Best Regards,

    Sumaira Noor

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Bulk Email Send in dynamics 365

    Hi Sumaira,

    Of course, creating an email directly and then selecting all recipients in the To: field is also a solution.

    pastedimage1586245137662v1.png

    In general, I would recommend using Quick Campaign.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Bulk Email Send in dynamics 365

    Hi Sumaira,

    For users who do not have permission to create workflows, then they can create Quick Campaign.

    First please watch this view to understand how to create Quick Campaign.

    https://www.youtube.com/watch?v=kD0uu7oDmJY

    1) Create a email template.

    Go to personal settings, under Email Templates tab, new.

    pastedimage1586244642931v1.png

    Select Contact or Lead.

    pastedimage1586243656442v2.png

    Click Insert/Update to insert dynamic fields. Save it.

    pastedimage1586243734682v3.png    pastedimage1586243756686v4.png    pastedimage1586243777805v5.png    pastedimage1586243812816v6.png

    2) Go to Contacts view and select contacts, click Quick Campaign, select the scope.

    pastedimage1586244487540v11.png

    3) Select Email, then select Use Template, pick a template. Finally create this Quick Campaign.

    pastedimage1586244185280v9.png    pastedimage1586244228836v10.png

  • Verified answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Bulk Email Send in dynamics 365

    Hi Sumaira,

    If you would like to insert related dynamic fields in the email, then I would recommend you to use the on-demand workflow.

    Related dynamic fields can be used to display the fields values of contacts and their related records.

    First please refer to these to understand how to create workflow.

    https://www.powerobjects.com/blog/2013/03/18/sending-emails-via-on-demand-workflows-in-dynamics-crm/

    https://www.youtube.com/watch?v=09ngrtKbuio

    1) Go to Settings > Processes, new a process, select Workflow, select Contact.

    pastedimage1586241139981v5.png

    2) Select As an on-demand process, select Scope to Organization. Add Step - Send Email.

    pastedimage1586241323553v6.png

    3) Click Set Properties, use Form Assistant on the right to insert dynamics values.

    pastedimage1586241612898v7.png

    4) Activate the workflow.

    pastedimage1586241643134v8.png

    5) Go to contacts view, select contacts and click Flow > the created workflow.

    pastedimage1586241772122v9.png

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