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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Using Accounts on Dyna...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Using Accounts on Dynamics for marketing

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Posted on by HadassAd 5

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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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    Do you mean the dynamic expression in Marketing Email?

    pastedimage1628564416898v1.png

    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.

  • Suggested answer
    AriaConsulting Profile Picture
    AriaConsulting 4 on at

    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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