Out of the box, ClickDimensions offers 8 system views in CRM for Emails Sends.
Goals
- Learn what information is presented in each default Email Send view in CRM.
- Dynamics 365
- Legacy
How Do I Switch Views?
To switch between views, click the arrow next to the view name, then select the desired view.
Email Send Views
All Drafts
The All Drafts view shows a list of every Email Send draft in your CRM that your security role allows you to see (for example, an administrator may see everybody's Email Send drafts while you may only see the drafts owned by your team members).
NOTE: Questions regarding the extent of your security privileges should be directed to your CRM Administrator.
All Email Sends
The All Email Sends view shows a list of every Email Send of any status in your CRM that your security role allows you to see.
Error
The Error view shows a list of Email Sends that could not be sent. This could be due to a number of reasons, such as a connectivity issue between ClickDimensions and your CRM environment or a timeout while trying to query recipient data from your environment.
My Drafts
The My Drafts view shows a list of every Email Send draft for which you are the record owner.
Pending
The Pending view shows a list of Email Send for which the sending process has been initiated, but we are still querying the necessary data from your environment to send out the emails to recipients. Email Sends are rarely in this view for more than a few seconds after pressing the Send button.
Scheduled
The Scheduled view shows a list of all Email Sends that have been scheduled to send out at a later time, but the time has not yet arrived.
Sent
The Sent view shows a list of all Email Sends that have been sent to your recipients. The majority of Email Send statistics are accessed through the Sent Email Send records in this view.
Please note. The "name field" will not populate for emails sent through RSS or Campain automation as they are not referenced in the email send action.
Split Test
The Split Test view shows a list of all Email Sends that are currently in the initial testing phase of a Split Test (A/B Test). Once a winning version is chosen and distributed, the Email Send will move to the Sent View.
Personal Views
Microsoft Dynamics CRM Allows users to create Personal Views for different entities to sort their records to better fit their own needs if the default views are not sufficient. Creating a personal view in CRM is discussed in detail here.
(Dynamics 2013/2015) How Do I Switch Views?
To switch between views, click the arrow next to the view name, then select the desired view.
Email Send Views
All Drafts
The All Drafts view shows a list of every Email Send draft in your CRM that your security role allows you to see (for example, an administrator may see everybody's Email Send drafts while you may only see the drafts owned by your team members).
NOTE: Questions regarding the extent of your security privileges should be directed to your CRM Administrator.
All Email Sends
The All Email Sends view shows a list of every Email Send of any status in your CRM that your security role allows you to see.
Error
The Error view shows a list of Email Sends that could not be sent. This could be due to a number of reasons, such as a connectivity issue between ClickDimensions and your CRM environment or a timeout while trying to query recipient data from your environment.
My Drafts
The My Drafts view shows a list of every Email Send draft for which you are the record owner.
Pending
The Pending view shows a list of Email Send for which the sending process has been initiated, but we are still querying the necessary data from your environment to send out the emails to recipients. Email Sends are rarely in this view for more than a few seconds after pressing the Send button.
Scheduled
The Scheduled view shows a list of all Email Sends that have been scheduled to send out at a later time, but the time has not yet arrived.
Sent
The Sent view shows a list of all Email Sends that have been sent to your recipients. The majority of Email Send statistics are accessed through the Sent Email Send records in this view.
Please note. The "name field" will not populate for emails sent through RSS or Campain automation as they are not referenced in the email send action.
Split Test
The Split Test view shows a list of all Email Sends that are currently in the initial testing phase of a Split Test (A/B Test). Once a winning version is chosen and distributed, the Email Send will move to the Sent View.
Personal Views
Microsoft Dynamics CRM Allows users to create Personal Views for different entities to sort their records to better fit their own needs if the default views are not sufficient. Creating a personal view in CRM is discussed in detail here.