Campaign Monitor is a marketing automation service, that aims to streamline your communications to customers. Today we look at how we can integrate Campaign Monitor into Dynamics 365. We will be using the Campaign Monitor supplied plugin.
A client recently had issues implementing a workflow that would send a draft email. Under a normal scenario, you could choose to create a “Send Email” step within a workflow and the job would be done. But what if you have a number of draft emails that you want to push out at a later stage?
Did you know that you are entitled for up to 5 free Service Accounts connected to a single CRM Online Instance? These are known as Non-Interactive User Accounts in CRM. In this blog I will cover what Non-Interactive User Accounts are, why you may consider one and finally how to use them.
In the real world, our customers are either individuals or a group of individuals such as a company. However Microsoft has always made a distinction when it comes to how we organise our data models especially with custom entities – you’re either one or the other, requiring separate lookups for each. Not anymore! One of the neatest new features of CRM Online 2016 Update 1 (CRM 2016 SP1 for On-Premise) is the introduction of a new Attribute Data Type called “Customer”.
Work less, do more – that’s the catch phrase of Microsoft’s latest automation and workflow engine called Microsoft Flow. Microsoft Flow is currently in preview phase and still has a few bugs to iron out, but if you are familiar with IFTTT (If This Then That) workflow engine then using flow should come naturally to you. Essentially there are connectors to various web services (e.g. Dropbox, OneDrive, Dynamics CRM, SharePoint and so forth), and you can even program your own connectors.
If you ever run into a situation where you’ve reached your storage capacity with Dynamics CRM Online and you’re not too sure how to reclaim that space, here are a few tips.
At some point during the development lifecycle of mid-to-large scale Dynamics CRM projects, we are faced with a number of design decisions that are to be made. That is, when is it appropriate to customize the platform versus when is it appropriate to opt for pure configuration.
How well do you know your accounts? Is your client about to announce a merger? Have they opened a new division in Hong Kong? This blog will focus on how Microsoft has integrated Bing Search to give you the ability to get up to the minute news about your companies and help unlock opportunities through leveraging the power of Bing News.
Ever since the announcement of Cortana support for Dynamics CRM phone app, I’ve been excited in learning more. The only problem is that this preview feature is currently only available to the North American market and not Australia. Never fear, there’s always a solution.
Here’s how to test the new Cortana to CRM integration with any Windows Phone device in Australia.
Microsoft Dynamics CRM has come a long way in terms of usability. As a consultant, I really appreciate the small tweaks to the user interface that have developed right from early versions of Microsoft Dynamics CRM through to now. With each new release brings many new features; so many in fact that it’s often the small tweaks that often go unnoticed by the community.
This multi part blog series, will focus on very simple but effective time saving tricks that are available to you within Dynamics CRM.
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