Sending emails to a marketing list

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Posted on by RyeTeacher

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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?

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Naveen Ganeshe 3,397 User Group Leader on at

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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

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Eiken on at

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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.

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RyeTeacher 163 on at

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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?

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Eiken on at

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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

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Eiken on at

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Hi,

You can refer to my screenshot.

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RyeTeacher 163 on at

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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?

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Eiken on at

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Hi,

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

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CU02050725-0 20 on at

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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.

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