Send direct e-mail

Can I do this task?

Direct e-mail uses Microsoft Dynamics CRM Online e-mail templates. If you want to use Microsoft Office Word templates, use the mail merge feature.

You cannot attach or insert files, including image files, into an e-mail message template or an e-mail message created with an e-mail template, such as a direct e-mail or a quick campaign.

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

   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. To specify the recipients of the direct e-mail, select:
   • Selected records on current page to send the e-mail to only the contacts you selected.
   • All records on current page to send the e-mail to all the contacts on the current page of the current view.
   • All records on all pages to send the e-mail to all the contacts on all the pages of the current view.
7. Click Send.

   An e-mail activity is created for each recipient.

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.

Tips

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