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Direct Send to all contacts on Account

  • 1.  Direct Send to all contacts on Account

    Posted Mar 27, 2020 12:27 PM
    Hi there! Does anyone know of a way to do an email send to all contacts associated with an account? When we use direct send, it is only sending to the primary contact on the account.

    Thanks!

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    Nicky Wiley
    Sr Director of Enrollment Operations
    American College of Education
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Direct Send to all contacts on Account

    TOP CONTRIBUTOR
    Posted Mar 27, 2020 12:55 PM
    Hello Nicky,
    What do you use for email sending? If it is worklfow you would not be able to do that using OOB functions but you would be able to do that using either own developed custom workflow step or using Aiden Kaskela's Workflow Toolkit.

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    Andrew Butenko
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Direct Send to all contacts on Account

    MICROSOFT MVP
    Posted Mar 27, 2020 02:14 PM
    You could use Power Automate to email the Contacts from the Account. If you set up a flow using the "When a record is selected" as the trigger. You could then use the Outlook connector to send the email, or you could use the "Create Record" action and choose "Email Message". You can check out my blog on this topic: https://www.crmsoftwareblog.com/2020/01/send-dynamics-365-emails-from-power-automate/

    If you have ClickDimensions, this is an easy task. If you need assistance in this area, let me know.

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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
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    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Academy - Online Interactive Learning from Experts


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