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 […]
Are you struggling with Microsoft Dynamics Marketing? There is a great resource for the community at the Microsoft Dynamics Marketing Support Blog. One of the key contributors is Jon Birnbaum who is a Support Escalation Engineer for Dynamics CRM and Marketing. Jon has a blog series that walks you through the nuts and bolt of setting up […]
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 […]
One thing you may notice when on a marketing list record, the Export to Excel button doesn’t give you as many options as you are used to when you click it from the marketing list members view. No Excel Online option or Dynamic Worksheet. Does this mean that it can’t be done? Not necessarily, just not in […]
If your company has been upgraded to CRM 2015 and you do any type of bulk emailing to your clients and happen to do them to not only Contacts but Accounts also, you may be searching for an important piece of information. What’s the missing item? The Email address field (emailaddress1) was dropped off the […]
Today’s tip is from the “Stuff I used to know but forgot about” file. So you are making a phone call to a customer to follow up on an email that he received as part of a campaign. You want to see if he is going to register for your event. Wouldn’t it be great […]
Is there any CRM question that Adam “I bought the truckstop” Vero does not know the answer to? Apparently not. Another mini truck stop date with Adam. When Mitch “Only in Texas” Milam asked for a potion: Anyone have any magic for adding a Contact to multiple marketing lists at once? The Add to Marketing […]
If you are using Microsoft Dynamics Marketing synchronized with Dynamics CRM and your dynamic marketing list members are not synchronizing, check your security roles. The security role assigned to the MDM integration account must have read permission to read any entity included in the dynamic marketing list query.
Both, year 2015 and Microsoft Dynamics Marketing 2015 are in full swing by now. What’s more, MDM trials can now be easily provisioned (just select one of the marketing roles and follow the wizard). tl;dr If you are missing a menu item, a link or an option in MDM, try selecting a different user role […]
Mark “Bald as a Kiwi” Smith asked the other day: I am working with a global bank that is considering implementing MDM (Microsoft Dynamics Marketing – t.j.). I need to provided them documented information on how PII (Personally identifiable information – t.j.) data is handled with MDM. They currently run CRM2013 on premises. Roger “Wicked […]
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