Join this walkthrough session to learn the basics of using the Dynamics 365 CRM system for email marketing. We'll provide an overview of the system, how to upload, create, and send emails, and best practices for effective email design. This session is for beginners, but also serves as a refresher for anyone interested.

Wednesday, Jul 27, 2022 11:00 am – 12:00 pm ET

Additional Resources:

1. CRM Access Request Form: Fill out this form to request access to Microsoft Dynamics 365. Please note that additional costs might be incurred for each email send. UIT will confirm these details with you after receiving your request but before assigning you a license. Fill out CRM Access Request Form.
2. Custom Lead Generation Form: Use this page to customize a lead generation form that is already connected to CRM MS Dynamics 365. This form will generate an HTML code that can be embedded into your website(s). Customize your own lead generation form.
3. Documentation:
   • [CRM 365] How to Send Emails in Microsoft Dynamics 365
   • [CRM 365] Bulk Import Custom Lists with Dynamics 365

 

Questions? You can always email vpscomms@yorku.ca.