Sending a direct e-mail merge

May 15, 2010

Sending a direct e-mail merge

Once you have your template ready, you can send an e-mail merge to a single person or a group of recipients directly in CRM.

Sending a direct e-mail is the quickest and easiest way to do an e-mail merge in Microsoft Dynamics CRM.  (Other ways include using Workflow and using the Word mail merge feature.)

Step-by-Step Instructions

  1. Highlight a group of records.
  2. Click the Direct E-mail button on  the Actions toolbar.
  3. Select an e-mail template, select a range of recipients, and click Send. (It’s really that easy.)

Tips & Tricks

  • It’s a good idea to send mass e-mails to test group within your company before sending to the general population.
  • If you are sending hundreds of emails (or more), then you should use a third party to deliver the messages.  Sending through your Exchange server could end up putting your organization on spam blacklists.


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