Neil McDonald's Dynamics CRM Blog

Send mass mailings using templates

with one comment

Campaigns with Dynamics CRM are a great way to communicate with your customers and leads, but for some reason, Microsoft left out the option of sending campaign emails using email templates. There is, as always, a workaround for this. You can send the email template via an on demand workflow against a list of contacts.

First of all create your email template for the entity you would like to send the email to. In this case, I am going to use the Contact entity.

Create_template

Next create a new on demand workflow against the Contact entity

Create_workflow

Change the send email step from ‘Create new message’ to ‘Use template’ and click on set properties. You need to choose the template which you would like to use and set the From address if you do not want the email to come from the user running the workflow. In this case, I am going to send from the ‘Info’ queue email address. Note: You may want to put additional checks into your workflow i.e. check that the ‘Do not email’ is not set etc

Use_template

Now publish your workflow and it’s ready to use. You now just need to select the contacts who you would like to send the email to and run the on-demand workflow against them. You may find it easier to create a view containing these contacts.

You are limited to sending 250 emails at a time, as determined by the ‘Records per page’ limit, so you may have to run it a few times if you are sending to lots of contacts. Alternatively, you can get around this limit, but please be sure to switch it back.

send_email.jpg.scaled1000

Written by neilmcd

August 2, 2010 at 3:13 pm

Posted in CRM 4

Tagged with , ,

One Response

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  1. A great article, well written and very precise – have book marked this as a favourite!

    mattyevs

    August 3, 2010 at 2:26 pm


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