Bulk Email Send in dynamics 365

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Posted on by Sumaira Noor

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Hello Community Experts,

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

Kindly guide

Best regards,

Sumaira Noor

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LuHao 40,892 on at

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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.

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

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

4) Activate the workflow.

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

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LuHao 40,892 on at

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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.

Select Contact or Lead.

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

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

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

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LuHao 40,892 on at

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Hi Sumaira,

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

In general, I would recommend using Quick Campaign.

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Sumaira Noor 1,085 on at

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

Kindly guide,

Best Regards,

Sumaira Noor

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LuHao 40,892 on at

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Hi Sumaira,

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

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

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

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.

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Sumaira Noor 1,085 on at

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Thanks a lot Lu it helped

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