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Dynamics 365 Marketing - Quick Send Marketing Emails

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Posted on by

Hi all,

Is there a way to send a marketing email by using Dynamics 365 workflows?

I'm looking for something simalar to the 'quick send' functionality in ClickDimensions.

Kind Regards,

Elmar

  • Suggested answer
    makova Profile Picture
    makova 310 on at
    RE: Dynamics 365 Marketing - Quick Send Marketing Emails

    Coming soon https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-marketing/quick-send 

    Thanks

    Best Regards

    Martin Kovac

  • Pavel Koval Profile Picture
    Pavel Koval 5 on at
    RE: Dynamics 365 Marketing - Quick Send Marketing Emails

    Here is how you can do it with the current version: https://pkoval.com/2019/06/24/quick-send-feature-in-dynamics-marketing/

  • megcda Profile Picture
    megcda 2,192 on at
    RE: Dynamics 365 Marketing - Quick Send Marketing Emails

    Thanks for opening up a feature request in Ideas Shidin!

  • Verified answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Dynamics 365 Marketing - Quick Send Marketing Emails

    Oops, my bad.

    AFAIK, there is no 'Quick Send' capability for Marketing Emails.

    Seems like a very logical ask / feature.

    Have opened a request for the same here.
    Please upvote.

    Cheers.  

  • Verified answer
    Tommy Lauritzen Profile Picture
    Tommy Lauritzen 350 on at
    RE: Dynamics 365 Marketing - Quick Send Marketing Emails

    Elmar is asking about Dynamics 365 for Marketing emails, and very specific functionality that lets you send great looking marketing emails , and not the standard Email Templates.

    I do not have the answer sadly, but I don't believe this is an out of the box feature available with Dynamics 365 for Marketing

    And I am wondering about somewhat the same thing, having created a thread asking about transactional email. If sending emails through Dynamics 365 for Marketing from external sources would be supported, you could create the 'quick send' functionality yourself :)

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Dynamics 365 Marketing - Quick Send Marketing Emails

    Hi Elmar,

    Quick Send in ClickDimensions just uses the Quick Send template to send an email to the contact/account/opportunity.

    Similarly, in D365 for Marketing,

    • You can save the email template and once you choose a Contact/Opportunity/Account record, create a new Email activity.
      Choose the required email template as shown below and send the email.

    InsertTemplate.png

    • In a workflow, it is possible to create email and choose the required email template.
      This is standard Dynamics CRM feature.

    See thread here. https://community.dynamics.com/crm/f/117/t/164527

    If my answer helps you, please mark it as verified.

     

    Shidin

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