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Blog by CRM Consultancy

We love all things CRM and Online, and this is our area to publish articles, help guides and general information on the CRM Industry, Dynamics CRM in particular, and related Customisation and Development information.

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Dynamics for Marketing allows you to add Marketing Forms to Marketing Pages, which are hosted on the Microsoft Portal, that forms your Dynamics for Marketing tenant. Most people would want to host their Marketing Forms on their own website, and this is possible with Form Hosting. First of all you need to create a Marketing Form and make.... More

Dynamics 365 for Marketing: Embedding a Marketing Form on a website

Ciaran Reynolds | 04/12/2019 15:45:00

Whilst creating segment made up of multiple rows and relationships you might be confused when you try to to save and you get the error message “SegmentQuery: You have exceeded the maximum number of 2000 characters for this field”. The reason for this is the query field. Like any text field in Dynamics there is a.... More

Dynamics 365 for Marketing: Maximum number of characters for a segment

Ciaran Reynolds | 04/12/2019 12:00:00

When creating segments you may have noticed that a lot of entities are missing from your drop down. You can enable any entity, including custom ones to your segments by following these simple steps. Your first step is enabling your selected entity for tracking. To do this you need to go to settings and customisations. .... More

Dynamics 365 for Marketing: Enabling Entities for Segments

Ciaran Reynolds | 03/12/2019 14:39:00

We exhibited at the Future Lawyer Week for its inauguration in the USA to discuss Legal Technology and the mixture of challenges and opportunities that advancing technology presents for Legal Practises. Our focus at CRMCS is the application of the Microsoft Cloud for Organisations and Case Management in the Legal and Asset Management Sectors – however we always take.... More

Future Lawyer Week USA

Paul McQuillan | 02/12/2019 08:00:00

Since we started developing DocMan there was always a challenge to how quickly we can install and release to a Customer. We wanted to get away from the bad old world of ‘big integrations’ that could cost a large chunk of Consultancy Time and limit the agility for how a Customer’s handles their Document Management. We aimed to.... More

DocMan Wizard

Paul McQuillan | 20/11/2019 08:00:00

Why is the Authenticated Domains area of Dynamics 365 Marketing appearing as blank in the Marketing App Settings? This is because the current User does not have Read Access to the Authenticated Domain (‘msdyncrm_setupdomain’) Entity within the Dynamics, and so cannot read the list of Authenticated Domain Records via the Common Data Service. This presents as a blank.... More

Authenticated Domains appear as Blank for Dynamics 365 Marketing

Paul McQuillan | 14/11/2019 08:00:00

We are going international, bringing our Manchester ‘Bee Industrious’ approach to CRM, B2B and Document Management to NYC on the 21st November 2019 with the Future Lawyer Summit USA. Our mission is to help Asset Management and Legal Organisations advance their knowledge beyond Office 365 and take better advantage of the opportunities presented by the Microsoft Cloud, and are.... More

CRMCS and DocMan in New York

Paul McQuillan | 11/11/2019 10:00:00

Often businesses know why they need a good CRM or ERP System and why having this in the Cloud opens up new opportunities. But Documents can be overlooked and not handled in the same way. Given that everyone stores Documents in some shape or form, this can be an expensive oversight. Whilst the level of.... More

Why use a Document Management Solution?

Paul McQuillan | 07/11/2019 14:00:00

Many Dynamics Solutions have a key transactional entity that will contain a number of useful Views. However whenever we browse to this Entity, we will be presented with the Default View for that Entity – and so the User must complete a 2nd click to open the View that they may be interested in. This can make our.... More

Opening a specific View directly from the SiteMap in Dynamics

Paul McQuillan | 05/11/2019 11:00:00

So you’ve started using Dynamics CRM, got stuck in, set up all your customisations, fields and forms, and started using your system in live across the business – then great, the hard part is over! But – what happens when you want to make changes, or conduct Training outside of your live environment. For this, you need a.... More

Get in the Sandbox

Paul McQuillan | 21/10/2019 16:00:00

If you have an existing Tenant of Dynamics 365, then you can easily trial Dynamics 365 for Marketing by adding a new Environment to your Tenant specifically for Dynamics 365 for Marketing. This is completely free to evaluate the Marketing functionality for 30 days – and as a separate environment will avoid any overlap with your existing use of.... More

Getting Started with a Dynamics 365 for Marketing Trial

Paul McQuillan | 15/10/2019 08:00:00

Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates can pull data from the CRM Records into the new Word Document and so auto-populate the Document with useful information from CRM – this can be particularly useful for producing Letters, Orders or Contractual Documents based on the Address,.... More

Generating New Documents to SharePoint in Dynamics

Paul McQuillan | 14/10/2019 08:00:00

DocMan for Dynamics tracks events in CRM to integrate these into SharePoint in the correct fashion. This can help keep storage between the two cloud systems up to date with new records being created, renamed or deleted. The most notably event is when a new Record is created in Dynamics, this then creates a new Area in SharePoint.... More

Integrating Changes in Dynamics to SharePoint

Paul McQuillan | 14/10/2019 08:00:00

Segments within Dynamics 365 for Marketing are a great way of breaking down your database down into more focused groups. The first thing to understand about segments is that there are 3 types. Static, Dynamic and Compound. If you have used Marketing Lists then you will be familiar with how Static and Dynamic lists work and a Segment.... More

Dynamics 365 for Marketing: Segments

Ciaran Reynolds | 10/10/2019 16:30:00

Authenticating your domains within Dynamics for Marketing is beneficial for a number of reasons. They give your marketing emails credibility, meaning your carefully put together newsletter won’t end up in the junk/spam folder. In order to authenticate your domain you will need to add a few records to your domain. For this example we will be using GoDaddy. .... More

Dynamics 365 for Marketing: Authenticating Domains

Ciaran Reynolds | 09/10/2019 17:02:00


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