CRMCS Blog

At CRMCS we're passionate about Dynamics 365 and how CRM can transform organisations. Welcome to our area here, where we publish articles, help guides and general information about the CRM Industry.

This is where you'll find everything related to cloud, servers and code – plus technical articles to help CRM and Web Developers.

As an organisation at the forefront of Dynamics and CRM, we welcome your feedback on our articles. Or, if you'd us to link back to one of your own articles, please feel free to get in touch by email.

The recently introduced Microsoft Teams Live Events for Dynamics 365 Marketing, opens up new collaboration opportunities, for delivering online streaming events. You can engage and analyse participant actions, pre, during and post-event, using real-time analytics, from within Teams. Here’s the CRMCS quick-start guide to help you correctly.... More

CRMCS Quick Start Guide: How To Produce a Microsoft Teams Live Event

CRM Consultancy

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Prioritising leads in Dynamics 365 Marketing through Lead Scoring is an intelligent method for assessing when it is the right time to chase leads and convert them into new business. Lead Scoring looks at demographics, firmographics alongside actions, aggregating individual factors to prioritise the most important leads for your.... More

Dynamics 365 Marketing: Lead Scoring and Sales Acceptance

CRM Consultancy

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Let’s explore the Top 5 Dynamics Marketing Features and see how they can help you to get the most out of your CRM! 1. Insights 2. Customer Journey 3. Marketing Emails 4. Marketing Forms and Pages 5. Segments       1. Insights .... More

Dynamics 365 Marketing: Top 5 Best Features

CRM Consultancy

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Puma Investments is a financial services group which offer a range of award-winning investments across private equity, property finance and quoted equities . They needed a marketing platform to support their demands, whilst getting the best out of Dynamics 365. After researching Dynamics 365 for Marketing (“D4M”) they came to us to guide them on their D4M journey..... More

Dynamics Day in the Life - Puma Investments

CRM Consultancy

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In the Dynamics 365 personal settings you are able to change the time settings to suit the time zone you operate from. These personal settings however do not transfer over to Dynamics 365 for Marketing. In order to change this setting so your customer journeys go at on the time scheduled you need to follow these steps. 1..... More

Dynamics 365 for Marketing: Changing the Time Setting

Ciaran Reynolds

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At CRMCS, we are big fans of using Microsoft Teams to pull all our Collaboration into one place. When we look at Dynamics 365 Marketing, we can implement a powerful level of Reporting by combining Power BI with the Marketing App. Earlier articles on this blog look at how this is done with Azure Storage and then Power.... More

Dynamics 365 Marketing Reports in Microsoft Teams

Paul McQuillan

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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.... More

Power BI Setup for Dynamics 365 Marketing

Paul McQuillan

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Dynamics 365 Marketing gives excellent Insights on each Contact or Customer Journey involved in a Campaign. We can see this by opening our Action or a Contact to see the timeline of engagement we have had: The Insights that Dynamics 365 Marketing shows for a Contact included in our Marketing Activities through Segmentation. .... More

Reporting on Marketing Interactions with Dynamics 365 Marketing

Paul McQuillan

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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

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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

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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

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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

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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

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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

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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

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