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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Send Newsletter to CRM...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

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

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Posted on by SharonR 30

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

  • Suggested answer
    Soumen S Profile Picture
    Soumen S on at
    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! 

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    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
  • SharonR Profile Picture
    SharonR 30 on at
    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

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    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

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