Welcome to Dynamics in Motion

Mastering Email Marketing: A Step-by-Step Guide on How to Send a Marketing Email Using Dynamics 365 Marketing

Mastering Email Marketing: A Step-by-Step Guide on How to Send a Marketing Email Using Dynamics 365 Marketing

Title: A Comprehensive Guide on Sending a Marketing Email in Dynamics 365 Marketing


In an increasingly competitive global business landscape, employing the right tools for marketing operations is paramount. Among these tools is Dynamics 365 Marketing, a customer relationship management (CRM) application from Microsoft. This robust platform not only streamlines your marketing process but significantly improves your targeting. In this blog post, let’s delve into how you can send a marketing email using Dynamics 365 Marketing.

Understanding Dynamics 365 Marketing

Before we jump into the details of sending a marketing email, let’s first understand what Dynamics 365 Marketing is. It’s an intelligent, adaptable tool that unifies your marketing and sales teams with automated marketing campaigns, smart insights, lead scoring and more.

Creating Your Marketing Email

1. Navigate to “Marketing” > “Marketing forms” > “Email templates”. Click “New” to create a fresh marketing email.
2. Choose a template according to your needs, or select “Blank” to start from scratch.
3. Define the email’s basic settings such as name, subject line, and the sender’s information. Remember, a catchy subject line increases your open rate.
4. Use the embedded design editor to add text blocks, images, buttons, dynamic content and personalisation fields, enhancing your message’s appeal.
5. Include a clear call-to-action (CTA) to direct recipients towards your desired action.

Testing Your Email

Before sending out a campaign, always check its appearance and functionality. Dynamics 365 Marketing facilitates testing through the following steps:

1. Click on the “Check for Errors” button. The system will highlight issues like missing mandatory fields, incorrect links, or problematic images.
2. Use the “Preview” feature to see how your email looks on different devices. You can also test for varying customer journeys.
3. Send a test email to ensure all links are working correctly, and there are no spam flags.

Sending Your Marketing Email

Once you’re satisfied with the layout, content and functionality of your email, it’s time to send it out.

1. Navigate to “Marketing” > “Email marketing” > “Marketing emails”.
2. Open your email, and review the required fields.
3. Confirm the email settings, such as ‘From’, ‘Subject’, and ‘Reply To’.
4. Hit the “Go Live” button. Once your email is live, you can incorporate it into your marketing strategy through customer journeys.

Analyzing the Outcome

Dynamics 365 Marketing also provides in-depth analytics. You can monitor email open rates, click-through rates, bounce rates, and more. Utilise this assessment to improve your future campaigns, tailoring your approach based on recipient behaviour.


Dynamics 365 Marketing offers robust tools and functionalities for marketers aiming to optimise their marketing strategies. Sending a marketing email might seem daunting initially, but, with practice, it becomes an integrated part of your CRM operations. This resourceful platform will help you create engaging, targeted email campaigns, driving better conversions and ultimately boosting business growth.

For more practical advice on leveraging Dynamics 365 Marketing, stay tuned to our blog.

Keywords: Dynamics 365 Marketing, marketing email, CRM, lead scoring, automated marketing campaigns, customer journey, email templates, call-to-action, analytics, business growth.

Leave a Reply

Your email address will not be published. Required fields are marked *