1. Select the intended contacts using the checkboxes on the left side of the contact list
This list can be found on an accounts page or through a filtered active contacts view.
2. Select "Quick Campaign > For Selected Records"
3. Select "Next" on the first page of the Wizard
4. Fill in the "Name" field for the email distribution and select "Next"
5. In the "Activity Type" dropdown, select "Email"
6. Select "Assign to me"
7. Verify that "Mark email messages..." is selected
This should be selected by default, but double check to be sure.
8. Select "Next"
9. Create your email
- Select a Template if applicable
- Fill in the Subject line
- Type or copy/paste an email
- Include your signature if applicable
- Review your email for formatting, spelling, grammar, etc.
- When complete, select "Next"
10. Review the summary of your bulk email
Select "Back" if you need to make any adjustments.
11. Select "Create"
The results will be individual email activities logged in D365 and in your Outlook sent box. There is no need to secondarily track these emails to Dynamics from Outlook.
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