Tip #477: Exporting marketing list members to dynamic spreadsheets

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 […]

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. FacebookTwitter

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 […]