Tip #1301: When Dynamics 365 for Marketing segments disagree with Advanced Find

Two people on a bench in a disagreement as indicated by the body language

Today’s tip is from marketing superstar Allison Fierce. Got any tips? Send them to jar@crmtipoftheday.com. Are you trying to reference a custom lookup field on your contact record when building Segments in D365 for Marketing? Are you not getting any members? It might be because of you haven’t enabled the entity for segments. Enabling an […]

Tip #1265: Dynamics 365 for Marketing prevents solution imports

Two stadium flood lights, one working and one black

Some Dynamics 365 administrators have found that installing Dynamics 365 for Marketing in their dev environment prevents them from moving their configuration changes to production. Trigger warning–licensing talk ahead (but trust me, it will be worth it) To understand why this is, you first have to understand how the marketing solution is licensed. Unlike almost […]

Tip #1204: Export marketing lists with more information

Export Excellence Award

Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name. Reader Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. […]

Tip #1069: Dynamics 365 for Marketing Preview is available

Sneak peek kitten

The shroud of NDA secrecy around Dynamics 365 for Marketing has been lifted and you can now watch Introduction to Dynamics 365 for Marketing. EDIT 08-Feb-2018 Official announcement is available as a post by Kishan Chetan, Principal PM Manager, Dynamics 365 for Marketing. Tired of reading? You can now listen to Steve “Mr SMB” Mordue […]

Tip #1035: HTML codes in Voice of the Customer

Today’s tip comes from Jeff Weresch. Got a tip? Send it to jar@crmtipoftheday.com. Want to have more control over the formatting or spacing of your questions in Dynamics 365 Voice of the Customer? You can use html codes to control how the text will be rendered. For example, we want “Highly Dissatisfied” to appear over […]

Tip #896: Don’t get blacklisted by blasting emails from Dynamics 365

Blacklisting

Today we welcome to the jar Steve “Mr SMB” Mordue. (And you can submit your tips too by emailing them to jar@crmtipoftheday.com.) tl;dr Don’t use Dynamics 365 to blast marketing emails because in worst case scenario either your email server will get blacklisted or you will be suspended / banned from the email service. Instead, […]

Tip #889: Become Adobe Marketing Cloud Solutions expert

Market

We’ve known for more than 6 months that Microsoft has selected Adobe as its preferred marketing service for Dynamics 365 Enterprise. While solution details are still sketchy, the good news is that you can already start your journey to become an expert in Adobe Marketing Cloud solutions, long before the integration is released. If you […]

Tip #762: Good news for Campaign Monitor fans

Vaporware

We rarely if ever post vendors news but considering the official demise of Dynamics Marketing, this one is hard to ignore. We’ve long been a big fan of Campaign Monitor, the (proudly Australian) vendor very much focused on helping to create beautiful and actionable emails “your customers can’t ignore”. And they just announced integration with […]

Tip #535: Licensing Microsoft Dynamics Marketing trial

Stopping the truck again, otherwise Daniel “Soft king” Cai won’t be able to market his awesome products. Daniel: Computer says “No” I wonder what criteria it is to get a MDM trial. I have successfully requested a new MDM trial, but when I try to assign myself a license for MDM, I am getting the […]