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CRM blog by CRM Consultancy

This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions

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When creating Marketing Emails you have to make sure you include a subscription centre and a physical address but what if you have multiple brands/offices that don’t use the same address? This issue can be resolved by creating multiple Content Settings records. First of all you need to create a new content settings record. Navigate to Content Settings,.... More

Dynamics 365 for Marketing: Using Multiple Content Settings

Ciaran Reynolds | 15/01/2020 14:35:13

You do have the ability to add a preheader to your Marketing Emails but it’s not entirely clear. Luckily we will run through adding a preheader in this blog post. In order to add a preheader you need to ensure you have text in the first section of your email and if you are using a section with.... More

Dynamics 365 for Marketing: Add Preheader to Marketing Emails

Ciaran Reynolds | 08/01/2020 14:58:33

Using the Dynamics App for Outlook we can track Emails to various records in Dynamics or Power Apps. Initially this allows us to track emails to the main entities in Dynamics: Opportunities, Cases and other main transactional or contact entities. Using the Dynamics App for Outlook - What can I track an Email against? However.... More

Track Emails in Dynamics 365 to Custom Entities

Paul McQuillan | 02/01/2020 14:00:00

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

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