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Send MSI emails using Dynamics 365 - what are the options?

Question asked by David White on Oct 8, 2019
Latest reply on Nov 22, 2019 by Cory Burnsed

Hi to all my Dynamics 365 Marketo users - we are setting up our MSI instance.  I'm looking for more information on how to send MSI emails from Dynamics.  The only Marketo documentation is this one, which shows you how to send Marketo emails using System Views:


Send a Marketo Sales Email from Microsoft Dynamics - Marketo Docs - Product Documentation
 

 

However, our CRM admin shared that our reps will not be using System Views.  They will be using Advanced Find and Personal Views to create their queries.

 

Can we send Marketo Sales Emails from the Personal View screen rather than the System Views screen?  

 

Thanks!

Dave White

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