Now we have an Azure B2C Tenant created – we need to add a new Application Registration into the Directory, this will act as the go between component from the Portal into Azure B2C. We do this within the Azure Portal, making sure we have Switched Tenants into our Azure B2C Tenant and then navigate into App Registrations. This may be blank if we are using a new Azure B2C Tenant, but not to worry, we are…
Email Marketing is a common feature for publishing Newsletters and Product Updates to both new potential Leads or updates to existing Customers – and can form a cornerstone of a good Content Management strategy. Continuing our look at Dynamics for Marketing, we can see how the functionality handles managing Email Templates and pushing out bulk Emails to Contacts. Email templates allow users to create professional looking marketing emails without the input from a designer. The…
As Dynamics CRM is a web-based application, we can open various screens by simply providing a URL Link – so we might provide a Salesperson with a quick link to open a new Opportunity Record via the following: https://mycrm.crmcs.co.uk/main.aspx?etn=opportunity&pagetype=entityrecord Opening this link will then directly browse into the New Opportunity Form which can be a handy time-saving technique as we could then embed this link into an Intranet or Dashboard to make CRM quicker (and…
We were tasked by a client to look at what levels of Database Encryption (Encryption at Rest) were in place andalso how we could fill in any gaps. Here in the UK we would be talking about the sensitive personal informationcovered by the GDPR legislation, and how we can make it as secure as possible. The request is quite simple –‘please encrypt our database’, however from a SQL novice point of view, this would require a lot…
When we configure an App or Website to authenticate via Azure B2C – this will give us a vanilla Log In and Sign-up Page. We will often want to customize this page and define the appearance according to our intended content and not just the default. We can do this by editing the Settings for the Azure B2C User Flow in question – specifically the Page Layouts for that User Flow. Initially this will be set to…
When we have a Customer Account in CRM, this will typically be owned by a particular Salesperson who will be responsible for managing the relationship with this Account. This relationship may consist of different Contacts, Opportunities, Orders or Service Cases – and the Salesperson (or Account Manager at this point) may be responsible for all of them. But what happens when the Account needs to be reassigned? Say, if the Salesperson moves to a different…
Dynamics CRM manages information and data entry using different Forms per Type of Record – so we have a Contact Form that controls the format and way that a user might enter information about a Contact for example. This provide a great flexible way of allowing a User to enter information about a record, how this is fundamentally ‘free-form’ in that the Layout of the Form does know anything about why the User might be…
Assuming we have followed the previous guide to connect the Interaction Data from Dynamics 365 Marketing to our Azure Storage, we can connect this Data to Power BI to start producing detailed analytics for Dynamics 365 Marketing. This guide will focus on how to get started with Power BI using the Dynamics 365 Marketing Template Packs. First, we open Power BI in our Tenant of the Microsoft Cloud here: https://app.powerbi.com/ This will give us our initial view…
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 when we build and structure Dynamics to suit our business, we will add our own Custom Entities and then potentially…
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. To start the process you need to switch from Marketing to Settings. This can be done using…
