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Customer experience | Sales, Customer Insights,...
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Dynamic content for marketing email not showing Owner

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Posted on by 2

I have just installed the Marketing App into my environment and I wanted to test a dynamic marketing email.  I want to set the "From Email" and "From Name" to be the owner (systemuser) of the contact record, however the relationship is not appearing.  What am I missing?

pastedimage1659553377192v1.png

Thank you!

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  • Verified answer
    Community Member Profile Picture
    on at
    RE: Dynamic content for marketing email not showing Owner

    Hi cjanow3,

    In order to send emails from the Contact Owner, we need to enable the User entity in Dataset configuration settings

    The Dataset configuration settings allow you to choose which entities to make available for use in dynamic email content, segmentation criteria, and lead scoring in Dynamics 365 Marketing. 

    Dataset configuration (Dynamics 365 Marketing) | Microsoft Docs

    Navigate to Settings > Data Management > Dataset configuration, check 'User (systemuser)' option:

    pastedimage1659593129127v2.png

    Then click 'Publish changes' button after selecting the user entity.

    Your new settings have been saved. Please allow up to half an hour for them to take effect.

    Result:

    pastedimage1659593705154v1.png

  • cjanow3 Profile Picture
    2 on at
    RE: Dynamic content for marketing email not showing Owner

    Nailed it, thanks!

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