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Streamline Your Marketing Efforts with Dynamics 365: A Step-by-Step Guide to Creating Effective Marketing Emails

Streamline Your Marketing Efforts with Dynamics 365: A Step-by-Step Guide to Creating Effective Marketing Emails

Marketing emails are an essential tool for businesses of all sizes to promote their products and services, keep in touch with customers, and drive revenue. However, with the abundance of marketing emails being sent out every day, it can be challenging to stand out from the crowd. That’s where Dynamics 365 Marketing comes in – an integrated marketing automation platform that helps businesses to streamline their marketing efforts, including sending targeted and personalised marketing emails.

In this blog post, we’ll show you how to send a marketing email using Dynamics 365 Marketing and provide some tips on how to make your emails as effective as possible.

Step 1: Create a Marketing Email

The first step in sending a marketing email in Dynamics 365 Marketing is to create a new email message. You can start by navigating to the ‘Email messages’ area of the platform and selecting ‘New’ to create a new email. From here, you can choose from a range of templates or start from scratch.

When creating your email, you’ll need to consider the purpose of the email, the target audience, and the content you want to include. A good approach is to keep the email simple and easy to read while ensuring that the messaging is clear and aligns with your overall marketing goals.

Step 2: Personalise Your Email

Personalisation is key to making your email stand out from the crowd and engaging your recipients. Dynamics 365 Marketing allows you to personalise your emails by including dynamic content, such as the recipient’s name, location, or industry.

To personalise your email, you can use the ‘Insert’ option to select the data you want to include, such as the recipient’s first name. Dynamic content can help you to build rapport with your audience and increase the chances of them engaging with your email.

Step 3: Segment Your Contact List

Segmenting your contact list is an effective way to send more targeted and relevant emails. Dynamics 365 Marketing enables you to segment your contact list by various criteria, such as demographics, interests, and activity on your website.

By segmenting your list, you can create specific messaging that resonates with each group, increasing the chances of them taking action. For example, if you’re promoting a new product or service, you can send targeted emails to customers who have shown an interest in similar products or services.

Step 4: Test Your Email

Before sending your email to your entire contact list, it’s a good idea to test it first. Dynamics 365 Marketing allows you to send test emails to a small group of recipients, allowing you to see how the email appears to your audience.

Testing your email can help you to identify any issues with the content, layout, or functionality, enabling you to make any necessary changes before sending the final version to your entire contact list.

Step 5: Send Your Email

Once you’re happy with your email, it’s time to send it to your audience. Dynamics 365 Marketing allows you to choose when and how to send your email, such as immediately or at a scheduled time.

When sending your email, it’s essential to monitor the results carefully, such as open rates, click-through rates, and conversion rates. By analyzing the data, you can identify what worked well and what didn’t, helping you to refine and improve your future email campaigns.


Sending a marketing email in Dynamics 365 Marketing is a straightforward process that can significantly improve your marketing efforts. By following these steps and using the platform’s advanced features, you can create targeted and personalised emails that resonate with your audience and drive results. Remember to continually monitor and refine your email campaigns to achieve the best possible outcomes for your business.

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