web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Using a Customer field in a Marketing Email

(0) ShareShare
ReportReport
Posted on by 5
I have a situation where I need to use a customer (so could be Account OR Contact) in the field, and it doesn't seem to appear in either the standard personalization or the inline conditions.  
 
I need to address it to the Customer, and send it to the customers email address dynamically. 
 
Does anyone know how I can use a customer field in my email? 

Thanks
 
I have the same question (0)
  • Verified answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    Unfortunately, that's not possible.
    This is because the marketing email is addressed to contact or lead.
    The target audience for marketing emails is lead or contact.
     
    And, when you use the /Send now/ feature, segments are selected to act as recipients.
    And the target audience of the segment is lead or contact.
     
    Even if the email is sent via journey, the target audience for trigger-based journeys is either contact or lead.
     
    Therefore, marketing emails can't be sent to accounts, only to contacts, which is due to product design.
     
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li

     
  • Skye G Profile Picture
    5 on at
    Thank you, Dengliang Li - frustrating, but understandable. Appreciate the detailed response and assistance - that does answer my question!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 184 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 125

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans