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Using Accounts on Dynamics for marketing

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Posted on by HadassAd

Hi, We wish to use Dynamics for Marketing but instead of marketing to our contacts or leads we want to marked the accounts.

We were unable to use dynamics fields from the accounts table in the email (only as a relationship to contact, and we inverted that so that we have a many (accounts) to one (contact) and not vise versa.

Any help or direction with this will be much appreciated.

Thanks

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AriaConsulting 2 on at

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RE: Using Accounts on Dynamics for marketing

As Nya said, it is by design since you generally don't send an email (or text or other communication channel) to an entire organization, which is what the Account entity is intended to be. You email, text, phone a person at an organization. Or maybe a shared mailbox but that shared mailbox still has an individual identifier (ex. sales@contoso.com).
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Nya 29,060 on at

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RE: Using Accounts on Dynamics for marketing

Hi,

Do you mean the dynamic expression in Marketing Email?

If yes, it cannot use the fields of Account entity in a dynamic content directly by design. Please refer to: Use assist edit to place a dynamic expression.

The PrimaryEntity can only be the entities listed in the above screenshot. (Contact / ContentSettings / FormDoiSubmission / Message)

The Account entity can be used in static content to express a fixed value with the GUID.