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The Ultimate Guide to Sending Marketing Emails in Dynamics 365 Marketing: A Step-by-Step Tutorial

The Ultimate Guide to Sending Marketing Emails in Dynamics 365 Marketing: A Step-by-Step Tutorial

Sending a Marketing Email in Dynamics 365 Marketing: A Guide for Marketers

Marketing emails serve as one of the most effective tools for businesses to reach out to their customers and prospects. However, crafting and sending marketing emails can be a daunting task, especially if you are doing it manually. Fortunately, with Microsoft Dynamics 365 Marketing, sending marketing emails has become easier and more efficient than ever before.

In this article, we will guide you through the process of sending a marketing email in Dynamics 365 Marketing so that you can harness the power of email marketing to grow your business.

Step 1: Creating a Marketing Email

The first step to sending a marketing email is to create your email content. Luckily, Dynamics 365 Marketing provides several templates for you to choose from and customize according to your preferences.

To create your email, navigate to the Marketing Emails area in the Dynamics 365 Marketing app, click on “New,” and select your preferred template. You can then add your text, images, and other multimedia elements to make your email content more engaging.

When creating your email, keep in mind that your subject line plays a crucial role in getting your recipients to open your email. Ensure that your subject line is concise, attention-grabbing, and relevant to your recipients.

Step 2: Segmenting Your Audience

One of the primary advantages of email marketing is the ability to reach out to specific audiences. With Dynamics 365 Marketing, you can segment your audience based on factors such as location, interests, and past interactions with your business.

To segment your audience, go to the Segments area within the Marketing app. Here, you can filter your contacts based on different categories, such as demographic data, web behavior, and engagement history.

Segmenting your audience ensures that your email reaches the right people, which leads to higher open rates, click-through rates, and ultimately, better conversions.

Step 3: Personalizing Your Email

Personalization is the next critical step in sending a successful marketing email. By personalizing your emails, you create a sense of connection with your recipients, which makes them more likely to engage with your message.

Dynamics 365 Marketing allows you to personalize your emails by inserting personalized content, such as the recipient’s name, company, or other relevant details. Additionally, you can use dynamic content blocks to tailor your emails according to your audience segments.

Personalizing your email shows that you understand your recipients’ needs and helps to establish trust, making them more likely to take action.

Step 4: Testing Your Email

Before sending your email to your audience, it is crucial to test it thoroughly. Dynamics 365 Marketing provides testing tools to help you ensure that your email looks great across all devices and platforms.

You can preview your email on desktop and mobile devices, send a test email to yourself or team members, and even run A/B tests to determine which version of your email performs better.

Testing your email ensures that it reaches your recipients in the best possible way, leading to higher engagement rates and better results.

Step 5: Scheduling and Sending Your Email

Once you have created your email, segmented your audience, personalized your content, and tested your email, it’s time to send it out to your audience.

Dynamics 365 Marketing allows you to schedule your email to be sent at a specific time, ensuring that your recipients receive it when they are most likely to engage with it.

You can also track the performance of your email by monitoring open rates, click-through rates, and other engagement metrics within the Dynamics 365 Marketing app.


Sending marketing emails can seem overwhelming, but with Dynamics 365 Marketing, it has become more accessible than ever before. The platform provides you with all the tools you need to create, segment, personalize, test, and send out your email campaigns.

By following the steps outlined in this guide, you can create effective marketing emails that help you connect with your audience and grow your business.

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