Microsoft Dynamics CRM 2013 Customer Center
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Send bulk email to customers

You can send the same message to multiple recipients using email templates. This is known as direct or bulk emailing.

Or, you can use mail merge with Microsoft Office Word and Word templates to create the message.

  1. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM and then click or tap Sales or Marketing.

      Sales or Marketing appears on the nav bar.

    2. Click or tap Sales or Marketing and then click or tap the record type you want, for example, Contacts.

    3. From the records list, select who you want to send email to and then, click or tap the More Commands icon (), and then click or tap Send Direct Email.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, click or tap Sales or Marketing, and then click or tap the record type you want, for example, Contacts.

    2. From the records list, select who you want to send email to and then, in the Collaborate group, click or tap Send Direct Email (). Or, just click or tap Send Direct Email to send email to everyone on the list.

  2. In the Send Direct Email dialog box, select the template you want to use.

  3. Click or tap Send.

Applies To

CRM Online

CRM 2013 on-prem

 
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