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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sending Bulk emails fr...
Microsoft Dynamics CRM (Archived)

Sending Bulk emails from CRM

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Posted on by Community Member

Hi all,

Can anyone help me out in suggesting the best way to send emails to all the customers related to a particular scenario.

Scenario:

We have Entity A (Company) which has 'List of Entity B's' (DU's), each of which we have 'List of Entity C's' (Wings). Now based on a Company selection we need to send out emails to all the managers on the wings. Each wing has one manager, look up to customer. Below is a graphical representation

8627101.Capture.PNG

Can anyone let me know what is the best possible way to achieve this. Is this possible using OOB?

*This post is locked for comments

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 Moderator on at
    RE: Sending Bulk emails from CRM

    Hi Sreedhar,

    Plugins can execute synchronously or asynchronously, so from a timeout issue, you should not have a problem if you run this asynchronously.

    There are a few things to consider. Do you want to send a single email to all managers (all of them in the To field), or individual email to each manager.

    I am not sure if you will have any issues having 2000 records in the To or Cc activityparty list if you send them all in a single email.

    One implementation that I did, we used fake email addresses for the To field, and in the Post Send event generated individual emails for each person on the list. Client requirement was to have individual emails.

    The fake email (actual email sent via the user interface) was basically the template from which the emails were copied.

    Regardless of which way you choose, you should use your plugin asynchronously.

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at
    RE: Sending Bulk emails from CRM

    Hi Aric,

    We have more than 2000+ managers to whom we need to send emails at one..

    Going with plugin.. does that have any problem? timeout issues etc?

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 Moderator on at
    RE: Sending Bulk emails from CRM

    If you are not using email addresses for companies, you can create a Plugin that will fire on the pre-send event.

    Create an Email Message to the Company.

    On the Pre-Send event of the Plugin, the system will retrieve all the records of all the managers of the wings (based on query expressions related to the accounts).

    Once you have all the contact, update the To Field of the Email to populate all the managers.

    This will then send the email to all managers.

    There are other ways, but this is probably one of the easy ways to implement this.

    Hope this helps.

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