Sending HTML formatted emails in Microsoft Dynamics CRM.

 

Step 1: Create a Campaign record in CRM

 

 

 

 

 

 

 

 

 

 

 

 

Step 2: Associate the target marketing list for the campaign that is
created. This can be done by clicking the target marketing lists in the left navigation pane and click on the Add Existing Marketing List.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 3: Now click on the campaign activities in the left navigation pane.
Here you have the option of creating a new campaign activity.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 4: In the new campaign activity window you can select the channel as email, enter the
required fields as per the requirement and save the
record.

Step 5: After saving the record you can see the Distribute Campaign Activity button
enabled.

Step 6: When you hit the Distribute Campaign Activity button you can see the email activity
window.

Step 7: Now take the html file which is to be sent in the body of the email and open the
file in Internet Explorer. Now right click on the browser and say select all.
After selecting the entire text copy the text and paste the same in the CRM
email window.

Step 8: Now you can hit the distribute button in the email activity window and select the different options
given by CRM to distribute email messages to target marketing
lists.

Step 9:Now when we hit OK button in the window you can see the email messages created
for the Campaign Activity .