Dynamics 365
Help & Training

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. Go to your work area. (How do I get there?)

  2. Choose the record type you want. For example, choose Contacts.

  3. In the list of records, select the contacts you want to send email to.

  4. Do one of the following:

    1. In the web app: Click the More Commands button , and then click Send Direct Email.

    2. In Dynamics 365 for Outlook: In the Collaborate group, click Send Direct Email . Or, just click Send Direct Email to send email to everyone on the list.

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

  6. Click Send.

Applies To

Dynamics 365 (online)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013