Sending emails to a marketing list

(0) Share

Report

Posted on by RyeTeacher

163

I am using the education accelerator which sits on top of Dynamics Sales. We need a way to communicate with the parents of our students. I know I can create a marketing list. How do I send emails out of Dynamics. Do I need to use a third party?

I have the same question (0)

All responses (10)

Answers (1)

Suggested answer

Naveen Ganeshe 3,397 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Hi Rachel,

Why are not using the Marketing list? That is the best way to send the emails out from Dynamics.

Also, you can use third-party tools like MailChimp and Sendinblue

1 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Eiken Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

First add the account/contact/lead who you want to communicate with.

Then create the quick campaign that the activity type is email.

Edit the detail of email and send it.

1 people found this reply helpful.

Was this reply helpful? Yes No
RyeTeacher 163 on at

Like (0)

Report
Copy link

Link copied!

Thank you Eiken! So we really don't need something like MailChimp we can just use the Quick Campaign? I just tried to send a test mail through the quick campaign but I never got the test email. Do I need to turn on a setting of somesort?

Was this reply helpful? Yes No
Suggested answer

Eiken Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

Did you configure the email server profile and mailbox?

This link may help you.

Email issue with Quick Campaign - Dynamics 365 Customer Service Forum Community Forum

Was this reply helpful? Yes No
Verified answer

Eiken Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

Hi,

You can refer to my screenshot.

Was this reply helpful? Yes No
RyeTeacher 163 on at

Like (0)

Report
Copy link

Link copied!

Thank you that was very helpful! Is it a best practice to send emails out like this? Or is it better to use something like MailChimp? Do you know if there are advantages/disadvantages one way or the other?

Was this reply helpful? Yes No
Suggested answer

Eiken Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

For marketing list, the quick campaign is more convenient obviously.

Was this reply helpful? Yes No
CU02050725-0 20 on at

Like (0)

Report
Copy link

Link copied!

As a student using the Dynamics Sales Education Accelerator, I understand your concern about communicating with parents. You can actually create a marketing list in Dynamics. To send emails directly, you can integrate with a third-party email service. I remember once I was looking for answers for homework and found this cool resource. You can use it to create professional and attractive emails. It works with the help of AI and there are many different settings that can improve your text. These tools can save time and improve the quality of your communication. This integration can streamline your process and ensure effective communication with parents.

2 people found this reply helpful.

Was this reply helpful? Yes No
CU05021340-0 2 on at

Like (0)

Report
Copy link

Link copied!

When teams talk about custom software, it often comes down to trust and real-world fit, not just tech stacks or buzzwords. I’ve been through a couple of projects where off-the-shelf solutions simply didn’t work, so finding the right bespoke development partner was critical. What helped me was reading practical breakdowns of how different companies actually work, not sales pitches. One resource I found genuinely useful during that process was this overview of bespoke software development explore options. It gave me a clearer framework for asking the right questions and avoiding common mistakes.

Was this reply helpful? Yes No
CU25031232-0 on at

Like (0)

Report
Copy link

Link copied!

When using the Education Accelerator on top of Dynamics Sales, communicating effectively with parents is key, and creating a marketing list is a solid first step. Dynamics itself offers some built-in email capabilities, but for larger campaigns or more advanced tracking-like analytics, scheduling, or personalization-many organizations turn to third-party marketing tools that integrate seamlessly. The choice depends on the scale of outreach and the level of automation needed. Leveraging these tools ensures messages reach the right audience at the right time while maintaining compliance and reporting standards. For marketers exploring solutions and integrations like this, resources such as AFFCatalog can provide a helpful overview of tools, best practices, and case studies, making it easier to decide how to connect effectively with your audience.

Was this reply helpful? Yes No