How to Synchronise CRM Marketing Lists From Microsoft Dynamics CRM to MDM

Posted by on Aug 25, 2015 in Cloud Tutorials, Dynamics CRM Online, Microsoft Dynamics Marketing | 0 comments

To enable your Marketing Lists created from within Microsoft Dynamics CRM to be available within Microsoft Dynamics Marketing (MDM), you first need to ensure the CRM connector solution is added to your CRM instance.

Once your connector solution is enabled, from the Nav Bar go to Settings>Solutions

Solution1

 

Open your solution

Solution2

Navigate to your Marketing List Form view

Solution3

A new field named Sync Enabled will show in the field explorer, add this to you Marketing List Form.

sync_enabled

Toggle the Sync Enabled field on your Marketing List to yes to synchronise your list with MDM.

new_list

 

 

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Proudly Announcing The Release of Springboard!

Posted by on Aug 7, 2015 in Cloud Solutions for Business, Cloud Solutions for NonProfit, Cloud Tutorials, Dynamics CRM Online, Microsoft Dynamics Marketing, Office365 | 0 comments

 

Springboard has been designed to provide rapid implementation and value. The powerful and flexible nature of MS Dynamics CRM often has clients unsure of where to start and that’s where Springboard comes in!

From our experience and knowledge of CRM software we have designed a new product aimed to assist SMBs and small companies. We have used our knowledge of CRM to come up with a pre-configured system that has the added ability to be customisable, giving business exactly what they need. With a scalable packaged product we will be providing business’s access to a CRM system with: a set price, integration with Office applications, quick deployment and sales automation to name just a few benefits.

Our aim is to make the benefits of CRM accessible to any organisation in any sector, whilst providing connectivity to external services like websites as well as integrating with a business’s current systems.

Register your interest here

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Silverlight deprecation affecting digital asset management

Posted by on Jul 21, 2015 in Microsoft Dynamics Marketing | 0 comments

Microsoft Dynamics Marketing uses Silverlight to deliver digital asset management capabilities, such as uploading, marking up, or annotating files. However, support for Silverlight is going away in some browsers.

 

Support for Silverlight has been discontinued in the upcoming Microsoft Edge browser. Support for Silverlight was also disabled by default in Chrome (with the option to override). With the latest release of Chrome (in September), the override and Silverlight support are expected to be permanently removed.

 

Your users can continue to access all digital asset management capabilities by using Internet Explorer 11, Firefox, and Safari, as these browsers still support Silverlight.

 

When your users access browsers that no longer support Silverlight, such as Edge or Chrome, users will experience reduced digital asset management capabilities. When users access their asset library, they will see a fallback page that they can use to view, select, search, reassign, delete, and edit properties of files. Users can also create, view, open, edit, and delete folders in the fallback experience.

 

However, they cannot:

  • Upload files
  • View or add mark-ups to files
  • Use the folder pane to navigate the folder hierarchy
  • Access their asset library to obtain a filtered view of folders marked as libraries
  • Insert files in social media messages and in emails created using the drag and drop editor
  • Access folders and attachments related to any entity record

 

Microsoft is working to deprecate Silverlight in Dynamics Marketing with an alternate technology to enable digital asset management across all browsers. We will communicate the timelines for deprecation by the end of August 2015.

 

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