How to schedule/delay delivery of an email from Dynamics 365 Sales – OOB Capability

Dynamics 365 Sales has few AI features bundled as part of the Sales application (without additional license cost) and one of the interesting feature is ‘Delaying of an email or scheduling an email to actually send at a later point of time’ so that email will be delivered to the recipient on preferred date and time.

Sample use case: Your Sales team member works on the weekend and sending an email to the customer but wishes customer to receive the email on Monday morning at 9 o’ clock.

After setting this schedule, user can click on the ‘Send’ button in the email. Email message would then be in the status ‘Pending Send’ until the scheduled time and it will actually be sent as per the schedule.

Let’s have a closer look!

This functionality is part of the ‘Email Engagement’ feature in Dynamics 365.

How to set up this feature in the Dynamics 365 instance?

1. Go to settings>Sales Insights> Email Engagement > Enable Email Engagement

2. Once enabled, when sending a new email, you would get the below options and be able to schedule the email to send at a later time.

Hope this helps!