The Microsoft Dynamics CRM 2015 Online Spring Update introduced a new tracking feature: folder-level tracking. This means that any device that supports the Microsoft Exchange feature can have a seamless way to track email activities. Today's blog covers both methods, so let's dive in!
For Quick-Tracking, follow the steps below:
1. Create a folder in Microsoft Exchange and link it to the same Dynamics CRM record.
2. Now, when users move emails to the Exchange folder, all those emails will automatically be tracked into CRM. This all gets done without having to set regarding for a record in CRM.
This works with inbox email rules as well, which are set to redirect all incoming email to the Exchange folder automatically, and we can track the activities easily. Now, you don't need the CRM Outlook Client installed any more just as a tracking tool.
For Folder-level Tracking, follow the steps below:
Administrative level steps:
1. Navigate to CRM > Settings > Email Configuration Settings.
2. Set the Outgoing Email to Server-Side Synchronization or Email Router.
3. Enable "Use Folder-Level Tracking."
End user level steps:
1. Create an exchange folder.
2. Select the CRM records and the folder within by navigating to Personal Options to set the email configuration settings it needs to track.
With these new tracking techniques, quick tracking and folder-level tracking, users will have an improved experience for tracking email records within CRM, and that's something we can all get behind!
If you haven't made the jump to Microsoft Dynamics CRM 2016, what are you waiting for? The latest version is chock full of even better features than before. Make sure you check out our library of Webinars on Demand to see demos, feature profiles, our favorite features, and more on this topic and many, many more!
How to Install and Configure the CRM Outlook Client from a Command Prompt
In today's blog, we'll be showing you how to install and configure the CRM Outlook Client from a command prompt. To install the Microsoft Dynamics CRM for Outlook Client, you must first run the setup to install files on your computer and then configure the CRM for Outlook Client. Start by locating, or downloading, the appropriate installation files. You can download the Microsoft Dynamics CRM 2016 Outlook Client here. If you have the installation disk, you can find the installation files located in the "Client" folder.
It's common to install the client on a local machine by double-clicking the "SetupClient.exe" file, follow the Setup Wizard, and then configure the client using the Configuration Wizard. This is an attended installation, which means that it requires you to interactively provide information so the installation can run successfully. You can find out more information on this process in our blog "Installing Dynamics CRM 2015 for Outlook".
The installation and configuration of the Microsoft Dynamics CRM for Outlook Client can also be run from the command prompt. This provides the opportunity to complete an unattended installation when used in a script file.
Installation Command-line Parameters
The following command-line parameters are available at the command prompt for SetupClient.exe:
4. Navigate to File > Save As. Change the file type to "All Files" and then name the file “config_client.xml”.
5. Copy the two new files along with the CRM setup files to your domain controller's SYSVOL folder. You can access this on the server by going to %SYSVOL%.
6. Now you will setup the logon script. On the domain controller, open group policy editor, right click on your Default Domain Policy (or create a new one), and click Edit.
Next, navigate to UserConfigurationWindows SettingsScripts (Logon/Logoff). Finally, double click Logon. Click Browse and double click on your logon.bat
That’s all for the blog today! Check out our blog to learn how to configure the Outlook client via a second federation for even more options. You can also read a deeper dive into this topic on Microsoft’s TechNet resource here.
Workflow Generated Email stuck in “Pending Send” – Get it sent!
If you have a custom workflow email stuck in CRM with a status reason of "Pending Send," then today's blog is for you! Today we'll show you how to get your custom workflow emails to send. Let's dive in!
Whenever your email is stuck in "pending send" status, you should always complete the initial steps for troubleshooting the email send issue, including:
1. Checking if the mailbox is approved in CRM
2. Checking the email router service
3. Checking if the user has been disabled
4. And checking if the user has been able to send other email messages out of CRM.
If you are still experiencing issues and your workflow generated email is still not sending, there might be another issue afoot!
Let's say you created a workflow where your goal is to send the email from CRM after a custom plugin populates the email body with content first (see example below).
In this workflow, you completed the following steps:
1. Create the email.
2. Have the custom workflow plugin populate the email body.
3. Change the email record status to "Pending Send."
Setting the email record status to "Pending Send" will indicate to the email router or SSS that this message is ready and waiting to send. While this is absolutely true, it's only half of the solution we need to have CRM send the email.
The critical piece to get our custom workflow email to send is setting the value of the "No. of Delivery Attempts" field to 0. You can find this field in the properties of the "Create Email" step of the workflow. Setting attempts to 0 will trigger the process for your email router or SSS to pick up and send the message from CRM.
With this in mind, your workflow should be configured as such:
1. Create the email and update the "No. of Delivery Attempts" field on the email record to 0.
2. Have the custom workflow plugin populate the email body.
3. Change the email record status to "Pending Send."
Workflows are a great tool for automating actions like sending email in Dynamics CRM.
Workflows in CRM are a great way to use CRM for marketing automation as well. Want to learn more about marketing automation and CRM? Watch our video, Marketing 101 with Dynamics CRM!
The B2B Marketing Final Four
B2B marketing isn't easy, but it's also not impossible. When a company finds its groove, it can be fun! There are different things you can do to find that groove, however, there are certain pillars that every B2B organization must pay attention to. These four pillars are what we'll cover in today's blog with a perfectly timed "Final Four" reference.
Content: The #1 Seed
Content is king, but it is also a #1 seed in our B2B marketing Final Four. Content for B2B marketing shouldn't just be fliers or single-sheet case studies. Your content should explain why your service is important to potential buyers and should be written with SEO in mind so people searching for your product can find your content.
Your website should receive regular attention just like any other piece of content you create. Your website gives your visitors a sense of understanding, and when you're selling on a national or global level, a well-run website puts your visitor at ease. Make the time to consistently create good, relevant content and you'll receive a large return on your investment.
Some examples of B2B content every company should have include:
This list isn't comprehensive and it shouldn't be taken as gospel. What works for one company might not work for another. That's why it's important to monitor your ROI with individual pieces of content to find your own sweet spot. Ask yourself: what content is converting into leads? If you don't know the answer, make sure you find out as soon as possible to help make educated and time commitment decisions.
Social: The Underdog
Social is a beast…or in our B2B Final Four, it's the underdog. You can never trust an underdog because one day it could surprise you and without proper planning bite you in the butt. That's why as a B2B marketer you need to think long and hard about the pros and cons of your social activity. To put it plainly, you need a plan. You need to know what you'll say, when you'll say it, and have a contingency if someone doesn't like what you do or have to say. Also, just like Vegas loses big on an underdog's success, you will lose to social unless you pay to play. It's getting harder to win just on organic posts alone. But, because of the demographic data social media platforms collect, you can make it worth your while by targeting your personas with social ads. Social ads are also cheaper, on average, per click than AdWords.
So what should your plan include? The first thing to look at as a B2B company is LinkedIn. LinkedIn provides companies a way to get in front of their potential customers easier than other platforms. Using a company page to post company news and other company culture material will allow you to brand your company properly. LinkedIn also provides the best capabilities to target your audience with advertising. Using job titles, location, skills, and business names allows you to make sure you're hitting your target market but also allows you to test different segments for the best ROI.
The second platform you should look to is Twitter. While the downfall of Twitter has been documented thoroughly (maybe prematurely) it is still a great tool to broadcast your business and show authority within your space. Twitter advertising can also pay dividends for your advertising ROI. Every post on Twitter should include a shortened link, text, and a related image (if you have one that makes sense). Using all three gives your post the best opportunity to be shared or, even better, clicked on. When creating a shortened link, make sure you use a tool that allows for click tracking like Bitly or Google. For an even better sense of how your campaigns are doing, use the Google URL Builder to add a campaign tracking code, then use the shortener to make it Twitter friendly. This extra step allows you to dig deeper into your social visitors' session in Google Analytics.
Following your social visitors' sessions within Google Analytics allows you to understand what is working not only with your social campaign, but also your website. Is your landing page working? Is your CTA (call to action)? What is the user experience (UX) these visitors are having? With these questions you can test and modify your website to gain conversions and a better overall ROI on all your B2B digital marketing campaigns.
With LinkedIn and Twitter in the fold, there are other social networks you can consider, but make sure you have time to manage them and that they make sense for your business. Some of the other top platforms include:
Email: The Cinderella
Every Cinderella has a great story to tell. From the bottom to the top. From the gutter to the penthouse. The same goes for email marketing. Email has taken the same type of path as digital marketing techniques have grown the past several years. I'm sure you've read posts that deny the benefit of email campaigns, but like eating eggs and personal health, email is good for your business, which is why it's our Final Four Cinderella.
Just like any Cinderella story, there is a lot of work that goes into winning. Before you can start sending emails to your leads and contacts, you need an email address. Email addresses are the glass slipper of B2B digital marketing. Hard to get, easy to lose, but in the end worth your time due to the potential benefits of it. Ways to collect email address from your website visitors include:
Gated Web Forms
Newsletter Sign Up
So you have the email, now what? Well, it's time to nurture this lead from pumpkin to carriage. When discussing email nurture or drip campaigns, you should remember that every customer base is different. The amount of emails sent by one company may be more tolerated than from another company. So finding your groove is important in creating a sequence for sending emails to your list. A great tool to use for understanding email nurture/drip campaigns is a guide called "How to Send Email Like a Startup" by SendWithUs.com. It provides a great breakdown of creating all kinds of emails and how/when to send them. They also update the guide regularly to keep you informed on new techniques.
The most important thing to remember about email is you need to provide value and use the activity of your lists to dictate the next email. Doing this can move your leads down the funnel faster and in turn shorten your sales cycle, which is what we should all want!
CRM: The Dynasty
With your to-do list a mile long and your digital marketing campaigns ready to go, how do you plan on tracking leads? Maintaining your email list? Sharing ROI with executives? All of these questions can be answered by implementing a customer relationship management system, or CRM. CRM can always be trusted to be there when you need it. That's why it's our dynasty in the B2B marketing Final Four. CRM helps the sales team manage their leads through the funnel but it can also help marketing track campaign success, nurture your marketing qualified leads down the funnel, and give you reports to share.
When doing research on CRM for your business, it's important you find one that allows you to implement workflows across departments and other tools. One near and dear to our heart is Microsoft Dynamics CRM. Dynamics CRM allows any sized company to implement a great process for tracking leads, customer service touch points, and successful marketing campaigns. But, just like any business decision to be made, make sure you're doing your homework on the customer support you'll receive. With proper support you can quickly resolve any issues that arise and educate yourself and your team on how to use CRM.
We hope you have found today's blog useful. Mainly, we hope we've given you motivation. Motivation to create something special for your company. Motivation to do research and testing to find the best ROI, but also motivation to increase your knowledge on B2B marketing in general. So with the end of the post near…what is your company's marketing groove? Sound off in the comments below!
Join Us for our Upcoming Webinar: CRM On-the-Go with Outlook
One of the reasons Microsoft Dynamics CRM has become the go-to software for customer relationship management is its natural, streamlined integration with Outlook. If you're already using this integration, have you ever wondered if you're utilizing it to its full potential? Join one of our SMB business experts, Brady Garvin, on Friday, April 15th at 10 a.m. CST for a webinar showcasing all the features and functionalities of the Microsoft Dynamics CRM Outlook integration.
By utilizing the Dynamics CRM Outlook client, you don't have to leave Outlook to access CRM, saving you time in your day to focus on other tasks. Tracking emails from Outlook into CRM is also a breeze, but how do you know if you're only syncing relevant information from Outlook into your Dynamics CRM? Brady will show you how!
We'll include a demo of CRM for Outlook, including the out-of-the-box functionality that's included in the software. We'll also discuss use cases and scenarios that can help your organization streamline business operations, plan your day, and be more productive. Find out how easy it is to incorporate CRM into your everyday work life without having a steep learning curve to learn a new product.
Don't miss this chance to learn more about Outlook and CRM.
Make a Love Connection: Finding the Right Marketing Automation Tools in CRM for Your Business
Marketing automation is a lot like online dating isn't' it? You put yourself out there and hope that you get the results or love matches that you were hoping for. Wouldn't it be great if there was a way to target the exact type of relationship partner you wanted and automate the stages of that relationship from the "just getting to know you" stage all the way to life-long partner? Love would be so simple if you could sit back and let everything just take care of itself! Unfortunately, love doesn't quite work that way, but your marketing automation can! In today's blog, we will take a look at four tools in CRM that you can use to get started with marketing automation. Let's dive in!
So, what is marketing automation? PowerObjects' Dean Jones describes marketing automation is as a one-on-one conversation. At this point you're probably saying, "There is no way I can have a one-on-one conversation with all my customers and prospects." You are correct, however, we can make it appear as though you are. Marketing automation does not start with a bulk message (although indirectly it can), it starts with an action. For example, say a customer filled out a web form asking for information on training. This action can trigger a marketing conversation about "education offerings". Maybe a person attends a webinar about a new product. This could trigger a marketing conversation about a "new product". What if a person fills out a shopping cart, but never submitted the order? This could trigger a marketing conversation about completing the order. The point we are trying to make here is that the conversion should be defined in advance so that the correct conversation can be triggered by an event that starts the conversation for each prospect or customer at any point in time. Let's take a look at four tools in CRM that can get you started with these actions, events, and conversions.
Email is probably the most common marketing automation tool, and CRM makes sending both bulk and single email campaigns pretty painless. Using CRM, you can create marketing lists built on specific criteria to send targeted information to your contacts or leads. Tools like PowerMailChimp even allow you to build emails in MailChimp and then send them using CRM. Email is a great tool to use for sending newsletters, surveys, and any other electronic communication you can think of. Using workflows in CRM, you can set up emails to be automatically sent to contacts based on an action they've taken. For example, if they fill out a web form, you can use a CRM workflow to send a confirmation email automatically. Use a tool like PowerEmail to track open and click rates, too!
2. Web Traffic
Monitoring your web traffic is great way to see who is visiting your website and learn what content they are viewing. What's great about CRM, is that if a customer or prospect is already in your CRM system, you can track if they visit your website, too! Tools like PowerWebTraffic make this super simple. The data you get from monitoring your web traffic can be used to implement a specific marketing campaign for example. Or use it to see what services your audience is most interested in to create content targeted towards that audience. After all, it's a heck of a lot easier to market to someone you already know knows you than to blindly send communications to anyone who might be interested.
3. Web Forms
If you use web forms on your website, it's best practice to import those back into CRM immediately. This way you can track them as new leads or see if they are already in your system. Using a tool like PowerWebForm, you can automate this process. You can even track that web form on the contact's CRM record so that you can always reference when and where they became a lead or contact from. Web forms allow you to "gate" resources or materials that your marketing team has put together so that instead of just giving something away for free, you have a way to gauge who is using the tools you work so hard to provide.
When marketing, it's important to communicate with your audience in the way that they prefer, and some people really love getting a simple text. Automated SMS messages are a quick and easy way to send reminders about events or to use as a fun way to communicate with attendees at a conference. Maybe you set up a fun game using PowerTrivia as a way to increase brand awareness or set up a coupon code to be sent out at a certain date and time. The marketing potential in SMS messages is infinite, and since they are so easy to set up, especially with a tool like PowerSMS, why not take advantage of that flexibility?
Check out what else Dean has to say about marketing automation and CRM tools. Remember, marketing automation doesn't have to be a hassle. Use the tools you already have within CRM and don't be afraid to try something! You won't know what works and what doesn't unless you take the leap first. At the end of the day, the ultimate relationship is marketing automation and CRM. They truly are a match made in heaven!
Make the Jump to Lightspeed: Three Tips to Make Using PowerMailChimp Faster Than Ever
*Wouldn't it be amazing if you could somehow have a few extra hours in your day to get everything done you needed to without feeling like you are constantly racing against the clock? Unfortunately, a longer day is nothing more than a pipe dream, so in order to make do with what hours we do have, we're always looking for ways to streamline our processes and accomplish our tasks faster. If you use PowerMailChimp, you already know how the add-on increases efficiency and productivity by allowing users to create and send mass emails through MailChimp and track that data in Microsoft Dynamics CRM. In today's blog we are going to share three tips with you on how you can make PowerMailChimp even faster than before. So let's stop wasting time and get right to it!
What's that? You don't have PowerMailChimp yet? No problem! Download a free 30-day trail NOW!
Tip #1 – Clone a Blast
If you are setting up an email blast that is similar to one you've sent before, you can save time by cloning the previous blast. The cloning process copies all of the details and marketing lists in an existing email blast to a new blast. After the blast is cloned, you can modify any of the sections as needed.
To clone an email blast, navigate to PowerMailChimp and follow these easy steps:
1. Find the existing email blast from your current list and open the record. From here you can select Clone Blast as shown in the image below:
2. After you've cloned your email blast, the Name and Subject of the new blast will have the words "copy" after them so that you know you are making modifications to the correct record.
3. Once you have saved the changes, you can send this blast out as normal.
Tip #2 – Preview Templates
When setting up an email blast from within CRM, if you're not sure that you're selecting the correct template, there's no need to log in to MailChimp. You can preview the template from the blast area. When viewing the list of MailChimp templates in CRM, simply select the Preview button to see the HTML version. It will show you everything you need to know!
Tip #3 – Using the Send Test Option
Why create a test blast to see how your email looks when you can simply send a test email? MailChimp recommends sending your mailing to several test emails in different email clients (i.e. Outlook, Gmail, Hotmail, etc.) to see how each email client chooses to render the template.
After creating your blast, choose the Send Test option under the ellipses, enter up to three email addresses, and press Send. You'll receive the test emails to preview in each email client. Want to test in more than three email clients? Simply repeat this process.
Be sure to give these time-saving tips a try the next time you create a PowerMailChimp blast. Is your interest peaked about PowerMailChimp? Download the solution from our website and register for a free 30 day trial.
11 Email Marketing Metrics to Measure to Win in 2015
Email marketing is an excellent platform to reach new potential customers as well as a great way to maximize existing customer engagement. But how do you measure the effectiveness of an email marketing campaign? Measurement is the key to proving success! Here are 11 email marketing metrics you should be tracking to help prove your ROI in 2015. Using email for marketing also gives valuable insights into who your audience is, which helps inform other marketing channels.
1. Delivery Rate
This is one of the more basic metrics, but it’s sometimes misunderstood. Not everyone understands what makes a “good” delivery rate. Some companies will even make it a company goal to improve deliverability. A good delivery rate is usually somewhere around 97%. If a company tells you they can get you a 100% delivery rate, they are not being upfront and honest with you. If you’re below, say, 90%, you should dig in and solve possible underlying issues with your provider or list.
2. Bounce Rate
Tied directly to delivery rate, the bounce rate will tell you how many of the emails you sent hit an inbox that no longer exists or is full. These can also be referred to as a hard bounce or a soft bounce. While that level of granularity is appreciated, your email marketing isn’t going to benefit too much from the distinction. If you notice your bounce rate climbing, it means your delivery rate is dropping and it’s time to clean up your email lists.
Usually, click-through-rate (CTR) is one of the primary email marketing metrics that companies use to set campaign goals around. That’s because it works. With CTR, you know how many emails were delivered and you can see how many people actually took the desired action (clicking on a link for example) included within the email. It also allows you to A/B test different messaging and layouts. This is a great way to test which headlines and copy resonate most with your target audience. This can help inform most other digital channels as well.
4. Conversion Rate
Your email has been successfully delivered, you convinced the user to click, and now you need to know if they took the next step and actually bought something, which is known as Conversion. It’s crucial that you track your conversion rate from email. If you’re offering a product or service you can quickly calculate the ROI based on conversion rate. Of course, you can always set a conversion goal around something that doesn’t tie directly to revenue growth right away. Use email to massage users down the funnel on their purchase journey. As long as you have a clear goal, you can calculate conversion rate. Just make sure it has a tangible benefit!
The metrics we’ve already mentioned tell you how your email marketing campaign is performing, but there are even more metrics that can help you understand how the email channel is performing for your business. One metric for this is growth. It’s important to track your email list growth over time so that you know the size of your audience and how many people actually want information from you. Growth is a good indicator that the subscribers trust your brand and that the content you are creating is resonating with them.
6. Forward Rate
People open, click, and convert, but how do you figure out how many people are truly brand advocates for your company, product, or service? This is where forward rate shines as an email metric. If the messaging and offer are powerful enough that a user wants to share it with their network, you know you’ve really nailed your campaign. Plus, if you find these users, you can delight them with special offers or gifts. It’s a great way to build raving fans!
7. Unsubscribe Rate
Sometimes your email marketing efforts will annoy some subscribers. They might have mismatched expectations, think that you send too many emails, or the subscriber may have a change in behavior. All of these are valid reasons for why someone might unsubscribe from your email list. If you notice your unsubscribe rate climbing, it may be time to evaluate your messaging and distribution frequency as these are the two most common reasons for unsubscribes. However, there could be something deeper going on. The only way to know is to track your unsubscribe rate and look into it when necessary.
8. Device Type
You can learn a lot about your audience by looking at different email metrics. One such metric is device type. With the explosive growth of mobile, it’s worth exploring the percentage of users that view your email on a mobile device vs. desktop vs. tablet. For example, you may find that most of your audience favors one device type over another, which gives you an extra level of granularity for targeting other digital campaigns. You’ll also be able to A/B test different audiences and campaign types.
9. Email Client
There’s also the preferred email client, which helps you understand even more about your audience. With all of the numerous email clients out there, it’s impossible to optimize for all of them. This lets you focus on the top email clients used by your audience and work down from there, ensuring a great experience for your subscribers right from the start.
Most businesses look at leads, and if you’re not measuring how many of those leads come from email, you’re missing out on an opportunity to calculate your true ROI analysis. Your list, conversions, and forwards may be growing, but if you’re not generating many leads you’ll want to explore how to develop a stronger lead capture process as part of your nurturing campaigns. You might find that email seems great, but that it isn’t a channel that generates many leads for you or vice versa. Either way, you’ll know how to better allocate resources to get the results you are looking for.
11. Engagement Over Time
Measuring engagement is the ultimate email marketing metric. More valuable than leads because it applies to any business or email campaign type, engagement measures if your efforts to improve all other metrics is driving more engagement over time. If some of your metrics are going up while some are going down, you’ll see your engagement is stagnant. This might be a resource allocation issue or something deeper that might require some audience testing and targeting. Either way, you’ll see how well you are doing over time.
All of these metrics can be evaluated in most email marketing service providers, but if you use Dynamics CRM and MailChimp, PowerObjects has the perfect add-on that lets you marry the two. PowerMailChimp lets you to tie data together for deep analysis and tracking.
What are some email marketing metrics that you find helpful? Add them in the comments below! We always love to hear from our readers! Want to learn more about digital marketing? Our very own Dean Jones, PowerObjects CEO, has a great article on LinkedIn about digitally marketing in CRM! Check it out here.
Migrating Email Body with Line Breaks
Microsoft Dynamics CRM allows users to send emails directly out of CRM itself. Those emails can absolutely be transferred over when migrating from a legacy system to Dynamics CRM. However, sometimes during a migration, if the body of the email in your legacy system is in plain text, the formatting is lost in the migration because CRM expects an HTML format. In today’s blog, we will discuss a few things to consider when migrating an email body during a data migration from legacy systems to Dynamics CRM.
When the body of an email is in plain text, you lose its formatting after a migration because CRM is expecting an HTML format. By utilizing direct mapping, the email body gets imported into CRM without line breaks. Technically, at the CRM database level, the data will have line breaks. However, when presented in the CRM interface as shown below, all line breaks will be lost.
By embedding the body in <PRE> </PRE> tags (which are used to define preformatted data), you are able to migrate the email data without losing the line breaks. As you can see in the image below, your email body is now formatted correctly.
This is how the source query would look:
SELECT '<PRE>' + [emailBody] + '</PRE>' FROM [toCRMEmail]
Another solution that will also work is to replace SQL Char(13) and Char(10) with <BR> tags, however, using <PRE> tags ensures that you won’t have to worry about any other formatting issues and performance issues that may arise.
That’s all for today! Remember that if you run into issues with this or any other CRM functionalities, you can always open a support request with PowerObjects. Thanks for stopping by our blog today!
Easily Create HTML Emails in Microsoft Dynamics CRM via MailChimp
Sending emails out of Microsoft Dynamics CRM is something a lot of CRM users do daily. Since sending emails is an integral part of most users' days, it makes sense that CRM emails should have the capability to easily make the email messages look slick and modern using HTML and not just plain-text, right? – Not entirely. The out-of-box email message in Microsoft Dynamics CRM has limited design capabilities. If users are looking to send plain-text emails out of CRM, then they can easily create and send that email from CRM. But what if that isn't your cup of tea and you want your emails to be a little more pleasing to the eye? No problem! All you'll need is a MailChimp account and you'll be able to create a CRM email message with a beautiful, HTML rich design. If you're already using PowerObjects' bulk email integration into Dynamics CRM – PowerMailChimp – then you already have a MailChimp account. Otherwise, visit MailChimp directly to create your account.
Using MailChimp Templates to create HTML-rich CRM Email Messages
First, log into your Microsoft Dynamics CRM and go to the email message you would like to edit. This could be an individual email message, an email that's sent through a workflow, or even an email template.
Then, log into your MailChimp account and go into your templates area and create a new email template.
MailChimp offers lots of great email templates to choose from. You can choose from pre-designed email templates, or start with a basic template and design it yourself!
Once you've chosen an email template to start with, use MailChimp's super handy drag-and-drop editor to design the templates, and customize the content of your email.
Once you are satisfied with the email message, then get ready to copy and paste this email template into your CRM email message. First, save your email template. Then click on Preview and Test. Choose to either enter preview mode, or send a test email.
If you choose enter preview mode, you will be directed to a new window that will read test preview mode on the top left of your screen, next to the MailChimp icon. From this window, simply select the entire email template (or just the content you want for your email template) and copy the email and template by holding down (CRTL + C) on your keyboard.
Note: MailChimp automatically includes things like "view email in your browser" and an unsubscribe link in the header and footer of the email. If you are using this template inside of a CRM email template, you will want to make sure NOT to include these pieces in your highlighted selection.
If you choose send a test email, a popup will appear on your screen. Type in the email address you want the test email to be sent to and click "send test". Once the test has been sent, open the email and copy the email template, again remembering that MailChimp automatically includes things like "view email in your browser" and an unsubscribe link in the header and footer of the email. If you are using this template inside of a CRM email template, you will want to make sure NOT to include these pieces in your highlighted selection. If your mouse can't help but to highlight those values, then do not worry – there is an easy way to get rid of those pieces once you paste it into your email message, which I will go into detail in the next step.
After you are done copying the email template, navigate to the email message in your CRM. Click within the body of the email and paste (CTRL + V) the email template:
If you had highlighted those pieces with view email in your browser and other unnecessary information, simply go into the email message that you just pasted, highlight just those pieces, and press "delete." That should get rid of that information and you'll be left with an awesome email message.
You can then continue to edit the body of the email in CRM without affecting the email template design. You can also choose to use CRM's dynamic field editor (if creating an email template or a workflow email) to automatically insert information about the record the email is being sent to. Once you are satisfied with your email, save the email and you're ready to send! Remember to test your email before you send it out, to make sure that the formatting looks just as great in your own inbox as it does in the email message inside of CRM.
Now you can easily send good-looking, HTML rich email messages from CRM! If you're looking to send bulk emails out of CRM, check out PowerObjects' PowerMailChimp add-on.
Dynamics 365 July 2017 Update: Email Enhancements in the Customer Service Hub
Creating emails with rich text has always been a major need in Dynamics CRM, there are various resources and solutions available on the internet that aren't supported to achieve rich text requirements in CRM. Although, the rich text editor and html emails capability has not been introduced yet in Dynamics 365, Microsoft will now offer many new email enhancements in the Customer Service Hub (previously known as Interactive Service Hub) in the July 2017 Update.
Designer, HTML and Preview tabs will allow users to view and format the content across different form factors. Customer Service Hub will provide an option to show the HTML code behind formatting of emails when the user clicks on the HTML tab on the email activity.
A bunch of controls and features provided like advanced styling, linking, find and replace, and insert images and tables will be made available on the email activity and will allow users to format the email instead of relying on external tools or solutions.
More information on the Customer Service Hub updates for July 2017 can be found in the below links:
To learn more about Dynamics 365 July Updates, sign up for our Update Webinar Series – running now through August 22.
Happy Dynamics 365'ing!
Auto Capturing Emails
One of our favorite features of Dynamics 365 is the ability to display emails related to records in Dynamics 365 without having to track them in Outlook. This feature is called Auto Capture and today's blog will tell you why and how to use it!
Why to use Auto Capture
Auto Capture is one of the features of Relationship Insights a new functionality that analyzes customer interactions between Dynamics 365 and Microsoft Exchange. Thanks to Auto Capture, emails can be easily viewable in Dynamics 365 and tracked there without having to go to Outlook.
Enabling Auto Capture
To enable Auto Capture, go to the Previews tab in System Setting and choose Enable Auto Capture = Yes.
Once Auto Capture is enabled, tracked and untracked emails will show under Activities. Emails can be related to any out of box or custom entities. It is important to understand that these emails remain private and visible only to the user, until the user chooses to convert them.
On the Social Pane, under the Activity Tab, users can clearly differentiate, which emails are tracked or not in Dynamics 365. By selecting the email that users want to track, they should click "Track."
The email status will change to "Tracking pending" until the server side synchronization finishes and the email will be tracked in Dynamics 365.
Users can also choose not to see emails that are not tracked in Dynamics 365 at all. If they wish to do that, users can turn them off under their Personal Settings - Options – Emails and click "no" under "Show emails not tracked in Dynamics 365 in the Activities list.
And there you have it folks! Now get out there and enjoy Auto Capture!