Microsoft Dynamics 365 | Integration, Dataverse...

Send Newsletter to CRM Users (not Contacts/Leads/Accounts)

(0) Share

Report

Posted on by SharonR

Hi,

So, in D365 CE, we can send Marketing Newsletters to only Leads/Contacts/Accounts by using Quick Campaigns.

We can also add only Leads/Contacts/Contacts to a Marketing List.

Is there any way in D365 CE/D365 Marketing where we can send marketing emails to CRM users [ as in the systemuser]?

TIA,

Olivia

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

meelamri 13,216 User Group Leader on at

Like (0)

Report

RE: Send Newsletter to CRM Users (not Contacts/Leads/Accounts)

Hi,

you can try the workaround suggested by Ryan Maclean on this post: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/127955/adding-crm-users-to-marketing-lists/277006

Was this reply helpful? Yes No
SharonR 30 on at

Like (0)

Report

RE: Send Newsletter to CRM Users (not Contacts/Leads/Accounts)

Thank you Mehdi.

I did go through Ryan's workaround and it doesn't suit our requirements :(

We cannot have any contacts/leads in our system with @company.com domain; to avoid email tracking in our system.

I was thinking if there's any alternative approach

Was this reply helpful? Yes No
Suggested answer

meelamri 13,216 User Group Leader on at

Like (0)

Report
RE: Send Newsletter to CRM Users (not Contacts/Leads/Accounts)

Hi,

You can set up your own workflows that will be able to send mass emails to your users using this solution: https://github.com/jlattimer/CRM-Email-Workflow-Utilities

You can download the last managed solution here: https://github.com/jlattimer/CRM-Email-Workflow-Utilities/releases/download/v2.3.0.0/CRMEmailWorkflowUtilities_2_3_0_0_managed.zip

CRM Email Workflow Utilities include the following features:

Email Business Unit

CC Business Unit

Email Security Role

CC Security Role

Email Team

CC Team

Email Queue Members

CC Queue Members

Email Connection

CC Connection

Delete Email Attachments

Delete Email Attachments By Name

Send Draft Email

Check Email Attachments Present & Count

Create Template

Was this reply helpful? Yes No
Suggested answer

SS-01100907-0 on at

Like (0)

Report

RE: Send Newsletter to CRM Users (not Contacts/Leads/Accounts)

hi,

Please refer the below community thread

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/377441/send-marketing-email-to-users#:~:text=There's%20a%20setting%20for%20this,and%20let%20the%20email%20go!

Was this reply helpful? Yes No