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Send Marketing Emails using CRM workflows on some triggers like record update

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Posted on by Microsoft Employee

We need to send Marketing emails based on some conditions/triggers but unable to send them from outside.

  • Suggested answer
    ShaileshJain Profile Picture
    ShaileshJain on at
    RE: Send Marketing Emails using CRM workflows on some triggers like record update

    agree with Dilyana,  that D365 Marketing can achieve the scenario you describe out of the box using record update.

    you can even execute CRM workflows from customer journeys (though should not be needed for just sending emails)

    if you are completely bypassing D365 Marketing (and not using journeys, or using legacy D365 > Sales > Email), this is not the correct forum.

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: Send Marketing Emails using CRM workflows on some triggers like record update

    Hi @Mansi Goel90,

    Have you created your customer journey yet? Emails are sent out based on the way, conditions and branches  you design your customer journey.

    Thanks,

    -DD

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