Tip #396: Please subscribe me to all you’ve got

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 […]

Tip #296: Dynamic Marketing Lists and Microsoft Dynamics 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. FacebookTwitterGoogle+

Tip #294: Role playing in marketing

Invoke Welcome Dialog

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 […]

Tip #285: Going personal with Microsoft Dynamics Marketing

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 […]

Tip #275: Uninstalling the MDM Connector

If you implement Microsoft Dynamics Marketing, Microsoft documents the process of installing the MDM connector. However, should you ever need to remove the connector, the instructions are not as clear. At a high level, the process of uninstalling the connector is:  Be sure the connector queues are drained. Verify in Azure management portal that there are […]

Tip #59: Marketing List Form Layout for List Type

Marketing List Form with Type in upper left column

On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]

Tip #49: How to increase marketing email open rate

What now, your marketing emails are ignored and trashed without reading? You are not alone then. If you search internets in attempt to increase open rate for your emails, you’ll find plenty of advice, typically in the form of “{Random integer between 4 and 10} tips to improve your open rates“. Tips usually revolve around […]