((FREE)) Download Email From Dynamics 365
Sixta Strissel
The process for creating marketing emails in Dynamics 365 Customer Insights - Journeys begins with understanding what makes them such a powerful tool for your marketing campaigns. After you create a good design aimed at a specific segment of your audience, you preview it and check for errors before going live. You can fine-tune the reach and effectiveness of your message through advanced operations like merging database values, adding dynamic content, and introduce programming logic.
The behavior of the email subsystem is influenced by a combination of administrator configuration, user configuration, and user choices. This article is divided into sections for administrators and users to make it easy to find relevant information.
The Email history section serves two purposes. First, it provides an entry point to the Email history page, where administrators can review all sent emails and also any errors that prevented an email from being sent. Second, it lets you configure how long email history is maintained. By default, the last 30 days of email history are retained. You can adjust this period by changing the value of the Number of days to retain email history field to a non-zero number. If you set the value to 0 (zero), the default number and behavior are used.
The Email throttling section enables non-interactive email providers (such as the batch email provider) to adhere to a per-minute sending limit. This feature can help prevent some errors if the system tries to send more emails than the provider allows. Specifically, if an email can't originally be sent because the per-minute sending limit has been reached, the send attempt for the email will be deferred for up to one minute. After ten deferrals, the system will try to send the email regardless. You can remove the per-minute sending limit from a provider by resetting the per-minute email sending limit field to 0. The sending limits for the Office 365 SMTP email provider is automatically set according to the Exchange Online sending limits. Manual configuration is required for all other email providers.
Use of the Email throttling feature isn't recommended for the Exchange email provider, because it has its own throttling mechanism. Therefore, if you're using Exchange, you should ensure that the per-minute email sending limit field for it is set to 0.
If you are running into issues from too many emails being sent in a short period of time, it is recommended to utilize the Email throttling feature mentioned in the Configuration tab section above. If that doesn't resolve the issue, you may consider adding the appropriate IP addresses from the outbound IP safe list to your DNS SPF record authorizing Dynamics 365 finance and operations to send emails from your domain. For more information, see Outbound IP safe list.
Email that is sent directly from the server, without user interaction, via SMTP is sent by the Email distributor batch process. That batch process must be started to process the email queue. To start the process, open the Email distributor batch pane (System administration > Periodic tasks > Email processing > Batch) and turn on Batch processing.
The default send from address for each user is pulled from the Email field on the Users page (System administration > Users > Users). Administrators can override this send from default if needed using the Sender email field on the Options page.
Email workflows that are enabled via the SysEmail framework can generate email messages (.eml files) that contain attachments. You can then send these messages via Microsoft Outlook or another email client.
Ensure that the account specified in the SMTP settings is able to Send As and Send On Behalf Of your email account. The easiest way to ensure this is to use your email account in the SMTP settings.
Check the status of the pending email notification in System administration > Periodic tasks > Email processing > Batch email sending status.
The Email parameters page allows an administrator to select Exchange as an interactive email provider and as the Batch email provider. The Exchange mail provider will use the current user's Exchange Online account to send emails. When used as the Batch email provider, the batch account will be used. No additional configuration is needed.If troubleshooting is needed, ensure that it's possible to sign in to the current user's account and that emails can be sent from that account to the intended recipients.
If you continue to experience issues when email is sent via SMTP, you may be running into one of the specific errors below. If not, consider entering the SMTP account information in a tool such as SMTPer.net to verify that the SMTP server and account are valid and working correctly.
The email templates will be sourced from either system email templates or organization email templates depending on whether the workflow is a system-level (not company specific) or organization-level (company specific) workflow.
Email is a vital marketing channel for most modern organizations. It's also a core feature of Dynamics 365 Customer Insights - Journeys, which provides tools for creating graphically rich marketing emails with dynamic, personalized content. Customer Insights - Journeys can send large volumes of personalized marketing emails, monitor how each recipient interacts with them, drive customer-journey automation based on these interactions, and present results both for individual contacts and with aggregate statistical analytics.
Go to Customer Insights - Journeys > Channels > Emails. You will see a list of existing marketing emails. Select New on the command bar.
Several standard templates are provided out of the box, and you can also create your own templates that feature your organization's graphical identity, required elements, and messaging standards. More information: Create templates for emails, pages, forms, and journeys
The Select an Email Template dialog box closes and the content (if any) from your selected template is copied to your design. Select the Header settings button at the side of the header to open a drop-down dialog and then enter a Name for your new message.
Enter a Subject for your message. The subject is an important setting because it's one of the first things recipients will see when they receive the email. Recipients may use the subject to decide whether to open or read the message. You can also specify a preheader for your message, which is shown just below the email subject in most email clients.
In the main part of the page, you now see the design canvas (on the left side), where you can drag, arrange, and enter content. If you chose the blank template, then your design includes just a single one-column section (layout) element with nothing in it. A Toolbox on the right side of the page provides design elements that you'll use to construct your message. Drag a Text element from the Elements tab in the toolbar into the section element. Release the mouse button to drop the element at that location.
Unless you specify email preheader content in the email settings, most email clients will show the very first text that you enter in the email as preheader text. Here is how it looks in Microsoft Outlook:
Select the Dynamic content radio button, and then select Contact from the drop-down list. The Dynamic content setting means that you'll place a dynamic value related to the context where you use the message, while the Contact setting means that the context relates to the individual recipient (contact) of the message.
Select No relationship (Select a field from Contact) from the second drop-down list. Choose which field you want to place. We're building the salutation, so we'd like to show the recipient's first name here. Start to type "first" into the combo box here. This searches the available fields for those that include the text "first," which greatly reduces the number of fields you need to look through. Select First Name from the list as soon as you can see it.
The body of all email messages must include both a subscription-center link and your organization's physical address. These are required by law in many jurisdictions, and Dynamics 365 Customer Insights - Journeys won't let you publish any marketing email that doesn't have them. These values are provided by the content settings entity, which enables you to store their values centrally and change them for each customer journey as needed. Therefore you'll place these as contextual dynamic values, just as you did with the recipient's name (though in this case, the relevant context is the journey rather than the recipient). Place them by using personalization as follows:
Choose a suitable location for your physical address, and then use personalization to place it. Select Dynamic content and then ContentSettings in the first combo box/drop down field of the content assist tool. Select No relationship (Select a field from ContentSettings) and then pick the AddressMain field. Select Insert to place the expression msdyncrm_contentsettings.msdyncrm_addressmain into your message.
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