Bulk Manage Activities RRS feed

  • Question

  • Hi everybody,

    new to Dynamics and trying to setup our CRM for our whole business.  I recently imported all of our contacts and accounts into the software.  I want to now add an activity to each contact.  We sent the email to all of our contacts and it would save me a ton of time if I could just make one edit to adhere to all 3000 contacts.  If there is something I can do please let me know.


    Monday, April 7, 2014 6:03 PM

All replies

  • One way is to create a on-demand workflow that creates the email activity and run it in the advanced find or contact views.

    Another way is to create a Marketing list with all/required  contacts  and run a email campaign.

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    Monday, April 7, 2014 6:51 PM