Send Direct E-mail to Customers

You can send the same message to multiple recipients (known as "direct" or "bulk" e-mailing) using Microsoft Dynamics CRM e-mail templates.

You can also use mail merge with Microsoft Office Word and Microsoft Office Word templates to create the message. More information: Create Customer-Ready Documents and Messages

Can I do this task?

Notes

• Direct e-mail uses Microsoft Dynamics CRM e-mail templates. If you want to use Microsoft Office Word templates, use the mail merge feature.
• To use the Send Direct E-mail option for a custom entity that is enabled for sending e-mail, you must select the Activities check box in the custom entity properties. More information: Create a new entity

1. In the Navigation Pane, under Sales or Marketing, click the record type you want, for example, Contacts.

   Note

   • Which panes you see will depend on the security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. you have been assigned.
   • You can also send direct e-mail to users from the Users list.
2. In the View list, select the filtered view you want.
3. If you want to send direct e-mail to only a few people, select the records you want.

   - OR -

   If you want to send direct e-mail to everyone displayed in the current list, go to the next step.

4. On the Actions toolbar, click Send Direct E-mail .
5. In the Send Direct E-mail dialog box, select the template you want to use. To view a description of the template, select the template.
6. Click Send.

Note

If an account or contact does not have a valid e-mail address or has the Do Not Allow option set for Bulk E-mail, the message is not sent to them, and no e-mail activity is created.

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