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 :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Best way to capture di...
Customer experience | Sales, Customer Insights,...
Unanswered

Best way to capture direct marketing mail/letter campaigns on an entity ?

(0) ShareShare
ReportReport
Posted on by Community Member

Hi,

Can anyone please share how to capture external direct marketing mailing/letter campaigns on a contact/account/vendor/... entity easily?

Can physical content that is created outside of D365 CE be easily tracked on an entity by e.g. creating a bulk upload on activity? Or is there a better way to held that info

Would highly appreciate feedback upon this question, so a 360° view (also non-digital comm.) can be kept on each entity.

KR,

Charlotte

I have the same question (0)
  • Sascha Buerk Profile Picture
    Sascha Buerk 25 on at

    I assume your non-digital communication is created digitally at some point so you should have a data source with the recipients. From there you have a bunch of different ways getting the data to CRM. The most straight forward would be a manual import as activities, more automated ways with processes that can be controlled more easily would be using code (Azure Function or a scheduled command line tool on an on-premises machine) or low-code (Flow reading a file from One Drive). The optimal solution would depend on your requirements and the resources you have access to.

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!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 182 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 123

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans