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Transactional emails in Customer Journey of Marketing App

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Posted on by M.S.Krishna Microsoft Employee

Hi All,

I have created Marketing Emails in D365 for Marketing Application with the Legal Designation as "Transactional". I need to send that email to my contacts. Please help me how i can trigger the Emails in Customer Jounrey or in any other way.

Thanks in Advnace !

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AmeyHolden 230 on at

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Wow it looks like its not actually possible! Someone raised a similar questions this time last year and seem nothing has changed since as far as I can tell... community.dynamics.com/.../send-transactional-email

I think currently the only use for transnational emails is for double opt in/out

It might become possible soon when they bring in 'Quick Send' perhaps? Thats coming in December

docs.microsoft.com/.../quick-send

Following this one to see if its possible, what a flop!

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M.S.Krishna Microsoft Employee on at

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Hi Amey ,

Thanks for the reply, actually you rightly got my question. I am presently working for Double Opt in and dont know how to actually proceed with them . Could you please help how can we trigger the emails for double opt in. I actually did not find the complete info in docs

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AmeyHolden 230 on at

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Ahhha now that I can help with.

You need to set up your transactional email messages - use the template 'custonaci' as a base

The Content type set to Confirmation request.

The Legal designation set to Transactional

Include the below expressions

{{Message.ConfirmationObjectName}}

{{Message.ConfirmationObjectDescription}}

{{Message.ConfirmationRedirectURL}}

Go to settings -> Default Marketing Settings -> Open your default marketing settings record

Go to the 'Double-opt in' tab -> Set 'Enable double opt-In' to Yes -> idenitfy your transactional email for subscription confirmation & consent confirmation in the 'Confirmation request messages' section -> identify your content settings -> identify a thankyou page (optional)

Guide here in Microsoft docs for more info -> https://docs.microsoft.com/en-us/dynamics365/marketing/double-opt-in

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