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How to send an email to all my class students

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Hi,

I manage to create a custom entity "Class" and another "Students" which is a many to many relation between classes and contacts.

Now I know I can create marketing list and a quick campaign to send them a message but I'm looking for a more efficient way.

Creating a marketing list then a campaign is overkill. I am not sending marketing emails and don't need any stats.

I just want to send updates and materials for the class.

What is the best way to do send message to multiple contacts ?

Thanks

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Bipin D365 28,983 Moderator on at

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Hi,

Best way to achieve your requirement is to create Custom ribbon button and call Custom Action to send an email to students.

Write plugin/Custom workflow C# code to fetch all students related to that class and send email. You should pass Class record GUID as parameter to custom action.

docs.microsoft.com/.../create-own-actions

carldesouza.com/.../

Please mark my answer verified if i were helpful

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LuHao 40,892 on at

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Hi FlorianInnov,

The most direct way is to send emails in groups through Send Direct Email Action.

To enable it, go to Settings > Administration > System Settings, under Email tab, at the bottom, select Enable Send Direct Email Action in Unified Interface for Send Email enabled entities as Yes.

This way, you can see Send Direct Email button in the Advanced Find when searching students. With Send Direct Email, we can send emails to all students in a view at once via the email template.

So, we first create personal email templates for each class and add materials as attachments.

Then in the Advanced Find, search for students, set the filter to the specific class, in the result, select all records and send direct email, select the corresponding email template.

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Community Member on at

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Thanks I really appreciate the time and effort you put in the answer !

Hopfefuly there are people like you to help, because I really don't understand why dynamics CRM is not more user friendly.

Do they realise how complex is it for newbies to use "advanced search" and link many entities. Also what the point to force the creation of a template to send an email that we are not going to reuse?

So many steps are required to simply send an email to a group of people.

Is there a way to optimise the process, by not using templates and advanced search?

Thank you for your answer

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LuHao 40,892 on at

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Hi FlorianInnov,

Currently, D365 does not have a perfect function for group emailing for the custom entity.

Generally, the ways to send emails in bulk are: 1) Send Direct Email Action, 2) Quick Campain, 3) Workflow or Power Automate, 4) Plug-in.

For 1) Send Direct Email Action, the custom entity does not have "Send Direct Email Action" button on the view, so we have to use it in the Advanced Find.

If you would send emails to Contacts, you can see "Send Direct Email Action" button on the view, but not for custom entity (Students).

For 2) Quick Campain, the custom entity also does not have "Quick Campain" button on the view, but Contact view has it.

For 3) Workflow or Power Automate and 4) Plug-in, I believe they are not the solutions you want.

In addition, if there are few students in a class, you can create a personal view for the students of a class, then manually select students of the view as recipients when sending emails. Before that, you need to add the class and students entities to the app designer.

In summary, for custom entities, D365 has not yet implemented the function of sending emails in batches like Contact. We have to use Send Direct Email Action in the advanced find.

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Pankaj Gogoi 3,177 on at

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Hi,

As suggested, you can use Send Direct Mail option. You need to select the option sending email. Here is a link

https://blog.magnetismsolutions.com/blog/11-02-16/Creating_an_Entity_in_Dynamics_CRM_2011_with_Email.aspx

I am not sure the number of students but if you are okay manually selecting each student, then you can create an email Activity. Select the students from a pre-defined view.

Hope this helps

Best Regards,

PG

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Cazzie Moro 10 on at

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Hey thanks for the super helpful reply. I'm not sure how I missed that thread. I haven't quite mastered the search function on here. I think I'll pass with him this time around. If i want any further guideline we will contact you here https://community.dynamics.com/365/f/dynamics-lunchtime -365-general-forum/402561/how-to-send-an-email-to-all-my-class-students

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