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Send bulk email / direct email to Customers Dynamics 365

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#bulkemail

#directmail

#emailtemplate

#unifiedinterface

Dynamics 365 Sales

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Aug 1, 2023

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AI Summary

  • The article discusses the process of enabling the option to send bulk email or direct mail in the Unified Interface of Microsoft business applications like Dynamics 365.
  • To enable this option, users need to navigate to Settings, then Administration, followed by System Settings, and finally Email.
  • By selecting the record(s) of the email enabled table, users will see the option to "Send Direct Email."
  • Users can also choose an email template and preview the content before sending.
  • The article mentions that the email can be received in the Hotmail account from the CRM user's email ID or mailbox.
  • If the end-user replies to the email, the response will automatically be tracked to Dynamics 365 in the CRM user's Outlook, based on the user's Personal Options setting.
  • This tracking creates an Email activity with a closed status in the corresponding contact record in CRM.
  • The article briefly mentions that there is more information available on tracking email.

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