Is it possible to see an email sent to a contact using marketing module but from the contact form?
Hi,
Sorry for the misunderstanding.
The type of the emails from the two modules are different.
The email from the Marketing module is called Marketing email, which is a powerful tool for your marketing campaigns.
And the email from Customer Service module is called Activity email.
Activity emails get delivered to just one or a few people, whereas Marketing emails get delivered to many thousands or more at a certain frequency.
So the Activity emails cannot be selected in Marketing module due to the differences in type and purpose of use.
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
Best Regards,
Nya
Hi sorry this is not what I mean, when I send emails using the marketing module I don’t see those emails that I sent at a contact level in the customer service module even though I use the same contacts
Hi, Jillian
You can track Emails and Contacts with Server-Side Synchronization.
You can also sync them by right-clicking them and categorizing them as ‘Tracked To Dynamics 365’ manually.
Dynamics 365 APP for Outlook is also recommended. Here is a guide about how to use it: Dynamics 365 App for Outlook User Guide (Dynamics 365 apps) | Microsoft Docs.
They also exist in the Related-Common of the form.
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
Best Regards,
Nya
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