Send email to account that has no primary contact

(0) Share

Report

Posted on by Community Member

I still in my way to learn about Dynamic CRM.

My apps is like this :

I want to create Company Recruitment simulation in CRM.
I created University A and University B as Account. The idea is collaborate with university for company socialization and recruitment for fresh graduate.
And then I create Marketing List with University A and B as member. I created campaign with this Marketing List, and add campaign activities. There is an option to distribute material with Email.

If I don't define the primary contact of University A and B, where is the mail will be sent?
Can I define email for account only?

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (1)

Suggested answer

Community Member on at

Like (0)

Report

Yes, accounts do have email address fields. The schema name of that field is same for all entities which is "emailaddress1". You just need to create the marketing list of Accounts and distribute a campaign activity with channel type as Email.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Vikas Saxena I'm using Dynamic CRM 2015, and I can't found email address field in Account. Even in list data, the column name is Email (Primary Contact). So the email information take from Primary Contact.

How can I use email address field in Account?

Was this reply helpful? Yes No
Verified answer

Nadeeja Bomiriya 6,804 on at

Like (0)

Report

Hi Intan,

Your account form may not be configured to include the emailaddress1 field.

Open the Form Editor (or preferably open the solution you perform customisations and open the Account form).

Drag and drop the Email (emailaddress1) field to the form. Save and Publish.

You can now use this field to send emails.

Was this reply helpful? Yes No