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Sending Direct E-mail to members of a marketing list

In Microsoft Dynamics CRM 4.0, there is no obvious way in the application to send direct e-mail to members of a marketing list.

Here is a way of doing just that:

  • Open the Marketing list.
  • Click on Marketing List Members
  • Click on Manage Members
  • Click on Use Advanced Find to evaluate members and then click on OK
  • In the Manage Members/Advanced Find windows click on Find (do not make any changes in Select).
  • In the list that appears, send direct e-mail is available.

 

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