Quick Campaigns are an excellent way to send personalized communications to multiple contacts in Microsoft Dynamics 365, and using Email Templates makes the process even faster and more consistent.
In our latest video, we show how to create your own email templates so you can streamline repetitive outreach, personalize subject lines, and automatically include dynamic contact details.
Key steps covered in the video:
- Where to find the Email Template option in the Sales Hub (or equivalent app).
- How to create a new template or repurpose an existing one.
- Using dynamic text fields like First Name or Contact Owner so each message feels personalized.
- Customizing email signatures to include your name, phone number, and email address automatically.
Once your template is saved, it appears as an option in Quick Campaigns—ready to use at any time. This means less typing, fewer mistakes, and faster execution for your team.
If you need help improving your CRM efficiency and communication workflows, contact P2 Automation today.
