Skip Navigation LinksHome > SSW Standards > CRM > CRM 4 - How To Send A CRM Newsletter

I've been putting together Development Guidelines for my employer and in the process have reviewed many published standards (in the .Net arena) from around the world. In each category, the suggestions at SSW are always among the best. Leon Bambrick -
 

Do you agree with them all? Are we missing some? Let us know what you think.

CRM 4 - How To Send A CRM Newsletter

  1. Do you know how to send newsletter in Microsoft CRM?

  1. Do you know how to send newsletter in Microsoft CRM?

    Email newsletter can be sent and responses can be tracked using Microsoft Dynamic CRM:

    See below a video tutorial by Adam Cogan:

    1. Find contacts that we will send thew newsletters to by using Advandced Find in CRM. In the instructions below we're only interested in New Zealand contacts.
      2. Go to Microsoft CRM Homepage and Click Advanced Find
      Figure: Go to Microsoft CRM Homepage and Click Advanced Find.
      Select Contacts at Look For and specify a set of criteria to search for newsletter contacts
      Figure: Select Contacts at Look For and specify a set of criteria to search for newsletter contacts.
      Advanced Find result
      Figure: The result contacts that will get newsletter: these contacts allow us to "Send Marketing Material" and have a New Zealand email address or living country is New Zealand.
    2. Create the newsletter in Microsoft CRM.
      3. Create Quick Campaign
      Figure: Create quick campaign for all the records on all the pages from current contact list.
      Specify name of quick campaign
      Figure: Click Next and then specify name of quick campaign.
      Select the Activity Type and Owner
      Figure: Select the Activity Type and Owner.
      Fill in newsletter Content
      Figure: Fill in newsletter content.
      Newsletter Ubsubscribe
      Figure: Highlight the keyword and click Unsubscribe button to make a link for subscribers to unsubscribe themselves.
    3. Click Next to create all email activities in Microsoft CRM.
    4. If you're using:
      • Microsoft CRM Outlook for outgoing email, then you need to open your Microsoft Outlook, so the email activities can be promoted to Outlook and sent out. This method is slow because of the synchronization process between CRM and Microsoft Outlook and you need to leave outlook open during the entire process.
      • Email router for outgoing email, then those email activites will be sent out automatically by Email router. This method is our prefer method of sending the newsletter, CRM email router can be configured to send out newsletters immediately and user don't have to open outlook while the emails are being processed.

      5. Microsoft should show the following UI during the process of creating the Quick Campaign to let users know what is his/her access method for outgoing email.

      Email access methods of a user can only be viewed from that user's settings page
      Figure: Email access methods of a user can only be viewed from that user's settings page.

Acknowledgements

Zune Vien
Adam Cogan