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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to change default ...
Customer experience | Sales, Customer Insights,...
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How to change default Test Send view

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Posted on by Daniel H 130

Hi, 

I think there was a change with an update, as in the past I never had this issue. 

Does anybody know how to change the default view of the Test contact search in test send function of dynamics marketing?

pastedimage1644932393506v1.png

I know, I can setup a default test contact (in standard it is firstname lastname), but regularly I need to do some tests with male, female and divers contacts to check the salutation etc. So I need to click on the search option which is fine, but I just see the contacts that are assigned to my user. So I need to click on advanced search and change the view to "active contacts". My idea is to change the default view there directly to "active users" so that I don't need to do the additional clicks.

Has anybody an idea how to do it? It is not using the default contact view, this is something that I already tested.

Thank you for your help in advance.

Best regards,

Daniel

  • Daniel H Profile Picture
    Daniel H 130 on at
    RE: How to change default Test Send view

    Hi Nya,

    sorry for the late reply. I oversaw your answer.

    No, my issue is, that when I use test sent I can just choose from contacts that belongs to me (created by me or assigned to me). If I want to use other contacts I need to click on "Advanced Lookup", change the View from "my contacts" to "all contacts" or "active contacts" and then Iam able to search.

    I just don't want to make these few additional clicks so ideally there would be an option like changing the default to "all contacts" in this view.

    Best regards,

    Daniel

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: How to change default Test Send view

    Hi Daniel,

    I'm wondering if you'd like to test send a marketing email to a user.

    If yes, it cannot be done since the recipients of marketing emails can be contacts only.

    You can create multiple test contacts to cover as many test scenarios as you need.

  • Daniel H Profile Picture
    Daniel H 130 on at
    How to change default view of test contact search in test send function for marketing emails

    Hi, 

    I think there was a change with an update, as in the past I never had this issue. 

    Does anybody know how to change the default view of the Test contact search in test send function of dynamics marketing?

    7774.pastedimage1644932393506v1.png

    I know, I can setup a default test contact (in standard it is firstname lastname), but regularly I need to do some tests with male, female and divers contacts to check the salutation etc. So I need to click on the search option which is fine, but I just see the contacts that are assigned to my user. So I need to click on advanced search and change the view to "active contacts". My idea is to change the default view there directly to "active users" so that I don't need to do the additional clicks.

    Has anybody an idea how to do it? It is not using the default contact view, this is something that I already tested.

    Thank you for your help in advance.

    Best regards,

    Daniel

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