Create e-mail groups [AX 2012]

Updated: June 29, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can create e-mail groups for several kinds of tasks. You can then add and delete members as necessary.

  1. Click Sales and marketing > Setup > Mailings > E-mail groups.

  2. Press CTRL+N to create a new e-mail group.

  3. In the E-mail group and Category fields, enter the name of the e-mail group and select an e-mail category.

  4. Click Members to open the E-mail group members form.

  5. On the Contacts, Workers, and Sales units tabs, use the > button to add the contacts, workers, and sales units to the E-mail members list.

  1. Click Sales and marketing > Setup > Mailings > E-mail groups.

  2. Select the e-mail group that you want to remove members from.

  3. Click Members to open the E-mail group members form.

  4. In the E-mail members list, select the members that you want to remove from the e-mail group, and then click <.

  1. Click Sales and marketing > Common > Campaigns > All campaigns.

  2. On the Action Pane, on the Campaign tab, in the New group, click Campaign, or double-click the campaign that you want to base the e-mail group on.

  3. On the Action Pane, on the Targets tab, in the Create group, click Create e-mail group.

  4. In the E-mail group and Category fields, enter the name of the e-mail group and select an e-mail category.

  5. In the E-mail group copy type field, select how you want to include recipients in e-mail messages that are sent to members of the e-mail group.

  6. Click OK to create the e-mail group.

    All of the targets in the Campaigns form are transferred as members of the new e-mail group, but they are not deleted from the Campaigns form.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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