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Marketing

Quick Campaigns

Quick Campaigns are used to create a single interaction with a list of Accounts, Contacts or Leads.

The interaction can be a Phone Call, Appointment, Letter, Fax or Email.

Quick Campaigns and Outlook
If working with the CRM Client for Outlook additional options are available: Letter via Mail Merge, Fax via Mail Merge and E-mail via Mail Merge. The Mail Merge options require Microsoft Office Word.

Bulk (Mass) E-mailing from CRM 4.0

Microsoft Dynamics CRM 4.0 has a variety of options for sending multiple e-mails. It can be confusing deciding which option to use because of the various restrictions. This table summarise the options:

Sending Direct E-mail to Contact requires permission on parent account

Using Direct E-mail to send to a contact requires at least read access on the Parent Customer record.

Quite why this is needed is a mystery. Possibly a bug.

Sending Direct E-mail to members of a marketing list

In Microsoft Dynamics CRM 4.0, there is no obvious way in the application to send direct e-mail to members of a marketing list.

Here is a way of doing just that:

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