Find the Right PowerPack Add-on For Your Organization [VIDEO]

Developed based on the needs and feedback from our customers, our PowerPack Add-Ons streamline and automate business processes, to empower organizations to leverage the core functionality of their Dynamics 365 environment. Whether you are looking to automate you marketing processes, or increase productivity in your CRM, PowerPack Add-Ons by PowerObjects can help any organization get the most out of their Dynamics 365 investment. Watch this video to hear from some of our customers about the value PowerPack has added to their organizations.

11 Feelings Anyone Who Uses PowerMailChimp Will Understand

If you have experienced our PowerPack add-on, PowerMailChimp, then you’ll know that it is a MailChimp CRM integration tool that connects the powerful, robust, affordable, third-party bulk email platform, MailChimp, with Microsoft Dynamics CRM.

But even if you haven’t tried PowerMailChimp you’ll want to check out our list and perhaps you’ll be inspired to give it a go:

1. The excitement you get when you see the “Free 30-Day Trial” option.












2. When your marketing lists sync from CRM to MailChimp automagically.

Harry Potter - Magic Happy

Warner Bros.








3. The joy you feel when you create a beautiful MailChimp template without needing to know HTML.

Parks and Rec - Happy Dance











4. That feeling you get right before you press send on an email blast.

Key and Peele - Sweating

Comedy Central










5. When you keep refreshing your report to view your open rate.

Loki - Waiting

Paramount Pictures








6. Feeling like a stalker when you can see which individual contacts clicked your links.

Hannibal - Creepy

Orion Pictures










7. That sinking feeling when you view your unsubscribes.

R2D2 - Sad

20th Century Fox








8. When you mix PowerMailChimp with its BFFs: PowerSurveyPlus, PowerWebTraffic, PowerWebForm, and PowerOneView. #SquadGoals

Taylor Swift - Squad








9. When you find out PMC is only $2 per user per month.

Futurama - Shocked

20th Television










10. The relief you feel when you know you have PowerObjects’ PowerPack Pros on hand to help.

Denzel - Relief

Warner Bros.













11. When you realized you found the perfect tool for sending your bulk emails from CRM.

Tom Cruise - You Complete Me

TriStar Pictures











There you have it! If you’re looking to send bulk emails from your CRM system and track bulk email statistics back to your CRM contacts, leads and accounts, you’ll definitely want to give PowerMailChimp a try. With PowerMailChimp you can use static or dynamic CRM marketing lists to send out bulk emails such as newsletters, special offers, and more, all from within CRM. It also tracks vital bulk email statistics such as sends, successful deliveries, opens, clicks, bounces, and unsubscribes back to individual CRM contacts, leads and accounts. This lets you see who opened the email, who clicked on which links, and if anyone unsubscribed. The statistics are powerful, and the add-on is simple to use.

Start your free 30-day trial today!

Happy CRM’ing!

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.

Happy CRM'ing!

PowerPack Add-on PowerMailChimp & Google Analytics are a Perfect Match

Valentine's Day is approaching and with that we are often reminded of iconic romances like Antony and Cleopatra, Romeo and Juliet, Microsoft Dynamics CRM PowerPack Add-on PowerMailChimp and Google Analytics… wait, what?

While PowerMailChimp and Google Analytics don't exactly fit in to the category of a romantic couple, the pairing of the two form a different type of perfect relationship. If you're looking to track your bulk email campaign statistics using PowerObjects' robust add-on PowerMailChimp, then Google Analytics is the ideal partner! And just like any great relationship, it's easy to connect the two. Let's take a look:

  1. Start by creating a great looking template in MailChimp and include a link to a page on your website:

PowerPack Add-on PowerMailChimp & Google Analytics are a Perfect Match

2. On your PowerMailChimp Blast record, check off "Add Google Analytics" and the title for the campaign you wish to see in Google Analytics and send out the blast:

PowerPack Add-on PowerMailChimp & Google Analytics are a Perfect Match

3. Besides enjoying the benefits PowerMailChimp provides (like tracking bulk email statistics back into CRM for Contacts, Leads and Accounts) when a user clicks the link in your email you can track the data generated by that action in Google Analytics. Simply click on the Campaign tab in your Google Analytics account to view your Campaign:

PowerPack Add-on PowerMailChimp & Google Analytics are a Perfect Match

4. And easily view the pages, traffic type and title of the pages visited:

PowerPack Add-on PowerMailChimp & Google Analytics are a Perfect Match

PowerPack Add-on PowerMailChimp & Google Analytics are a Perfect Match

PowerPack Add-on PowerMailChimp & Google Analytics are a Perfect Match

While this is truly a great feature, why not take things a step further and combine the power of website tracking analytics with the power of CRM. With PowerWebTraffic you get the ability to see what your customers and potential clients are viewing by collecting website tracking analytics and connecting them to contacts and leads right within your Microsoft Dynamics CRM system. Read the PowerWebTraffic User Guide to learn how you can easily turn your anonymous traffic into known traffic. And best of all, PowerWebTraffic and Google Analytics can be used on the same website.

Why not start (or deepen) your love affair by adding an additional dimension of meaningful campaign analytics today? And if you're not already one of the thousands of our global CRM enthusiasts already using PowerMailChimp give it a try – for FREE! Click here to learn more. If you still aren't convinced here are a few of our Dynamics CRM PowerPack Blogs and testimonials to help get you there:

Happy CRM'ing!




Double Opt-ins Using Dynamics CRM and PowerMailChimp - a Bulk Emailing Add-on

The recent update to the Canadian Anti-Spam Law (CASL) has many of our friends to the north worried about making sure they are compliant with the new standards, including having proof of double opt-ins. With any sort of bulk emailing your company is doing, it's a great idea to have people opting in to receive your emails, so that you are complying with anti-spam laws and so that your emails have a higher deliverability rate. This blog will walk you through how to create the double opt-in process using the PowerMailChimp add-on, and Microsoft Dynamics CRM.

The first thing you'll want to do is build a web form that visitors to your website have to fill in, in order to subscribe to your bulk email communication. The PowerObjects PowerWebForm add-on will ensure that, when someone fills out a web form on your website, this information is automatically pushed right back into your CRM system. The person who has subscribed will now be a lead (in our example) in your CRM system, and there will be a web form activity associated with them that lets you easily see that they have opted into receiving your newsletter. That's the first opt-in.

Double Opt-ins using Dynamics CRM and PowerMailChimp with a Bulk Emailing Add-on

After the subscriber has first signed up for your newsletter, the next thing you will want to do is create a simple workflow that automatically sends them an email with a link saying "Are you sure you want to opt in?". When they click on that link, PowerEmail (yes, another of the wonderful PowerPack add-ons), will track that click back in CRM, where another workflow will update their record, saying that they opted-in. How you'd like to mark this on the record is up to you. You can use the out-of-the-box bulk email radio button, or you can build your own check box/radio button on the lead form. This rounds out your double opt-in process. Not only are both of the opt-ins tracked n CRM, you now have a much happier subscriber base, that really wants to receive what you are sending them.

Double Opt-ins using Dynamics CRM and PowerMailChimp with a Bulk Emailing Add-on

You will now want to create a dynamic marketing list that automatically pulls in all leads who have opted in to receive bulk emails, so that you're not sending to customers who haven't opted in to receive your emails.

Double Opt-ins using Dynamics CRM and PowerMailChimp with a Bulk Emailing Add-on

If you are looking to have subscribers opt-in, in bulk, you can also choose to send them a PowerMailChimp blast with a link saying "opt-in", which will direct them to a landing page saying something like "Thank you for opting in!". That click will then be tracked back in CRM, as a PowerMailChimp activity, allowing you to create a simple workflow to update the record of the person who clicked on that link, to say that they opted in.

Double Opt-ins using Dynamics CRM and PowerMailChimp with a Bulk Emailing Add-on

If you're interested in learning more about the PowerMailChimp, PowerEmail or PowerWebForm add-ons, please visit the respective web pages, where you will find instructions on how to download your free 30 day trial and many additional resources. And as always, make sure to stay updated with all things Dynamics CRM on our blog and education pages!

Happy CRM'ing!

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

  1. 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.


  2. Then, log into your MailChimp account and go into your templates area and create a new email template.

    Easily create HTML emails in Microsoft Dynamics CRM via PowerMailChimp


  3. 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!

    Easily create HTML emails in Microsoft Dynamics CRM via PowerMailChimp


  4. 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.

    Easily create HTML emails in Microsoft Dynamics CRM via PowerMailChimp


  5. 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.


    Easily create HTML emails in Microsoft Dynamics CRM via PowerMailChimp


  6. 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.

  7. 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.

    Easily create HTML emails in Microsoft Dynamics CRM via PowerMailChimp

  8. 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:

    Easily create HTML emails in Microsoft Dynamics CRM via PowerMailChimp

    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.

  9. 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.

Happy CRM'ing!

Instructions on Sending a PowerMailChimp Email Blast in Dynamics CRM

There is a lot of great, highly detailed documentation available for all of the PowerPack add-ons, like PowerMailChimp. Once you've read it, you'll be ready to send a PowerMailChimp email blast. With these step by step instructions, you'll be creating a static marketing list for an existing campaign, populating the marketing list using Advanced Find, syncing the Marketing List to MailChimp, and finally, creating and sending a PowerMailChimp email blast to the marketing list.

Creating a Marketing List

  1. Hover pointer on Microsoft Dynamics CRM in Navigation Bar, and click on Marketing.
  2. Hover pointer on Marketing in Navigation Bar, and click on Marketing Lists.
  3. Select Active Marketing Lists in Views menu (next to thumbtack)
  4. To create a new Marketing List, select New (next to plus sign)

5. Fill out the name of the Marketing List
6. Leave list type as Static
7. In Targeted At field, select the Entity
8. Select Save

9 .Click the plus sign for Campaigns.
10. Select the magnifying glass below the Name line.
11. Click Look Up More Records.

12. Find the appropriate Campaign in the list and put a check mark next to it.
13. Click Select, then click Add.

14. In the Confirm Addition box, leave "To the campaign and all undistributed campaign activities" selected and click Add.


15. Click the plus sign in the Members section.

16. In the Manage Members box, select Add using Advanced Find, and click Continue. 


17. In the Manage Members window, under Use Saved View , select the Necessary View.
18. Select Find.


19. Select Add all the members returned by the search to the marketing list.
20. Click Add to Marketing List.

Now let's make the Marketing List into a MailChimp Marketing List:

21. On the Marketing List page, make sure you're on the Information form by clicking on the downward pointing arrow above the large bold name of the marketing list.
22. In the PowerMailChimp section of the page, click the Select MailChimp List button.

23. Select your master list (previously set up in MailChimp), and click OK.

24. Click the ellipses at the top of the Information page, and click Sync Now.


25. Click Close on the pop up window.


Create and Send a PowerMailChimp Blast

26. Hover pointer on Microsoft Dynamics CRM in Navigation Bar, and click PowerPack.
27. Hover pointer on PowerPack, scroll to PowerMailChimp Blast, and click.
28. Click New.

29. Fill out the blast name, From Name, Subject, and Reply to Email, then click Save.

30. Click the Plus sign to the right of Associated Marketing Lists.

31. Check the desired Marketing List, click Select, then click Add.

32. Click Select MailChimp Template in the Email Contents section.

33. Select the desired template and click OK.

34. Click Save. You should now see a MailChimp Blast ID.

35. Click the ellipses, and click Send Now.

And there you have it! The email blast has now been sent. Soon enough you won't be needing these tips and tricks and you'll be sending email blasts without instruction!  Remember that you can always watch our webinars to see the PowerPacks in action! Keep it classy out there and as always... Happy CRM'ing!


Create a Marketing List to Follow Up on Your CRM Bulk Email Campaign

PowerMailChimp is one of many PowerPack add-ons that provides specific functionality to your Microsoft Dynamics CRM system. This add-on gives CRM users the power to perform their bulk emailing out of CRM while automatically relating the send, open, click, bounce, and unsubscribe statistics back to CRM contacts, leads, or accounts.

After you've sent out a bulk email campaign through PowerMailChimp and all of the sends, opens, clicks, bounces, and unsubscribes have been tracked back into CRM, you will likely want to do some follow-up based on their response. For example, what if you wanted to send some additional information to anyone who clicked on the link in your bulk email to learn more about your monthly "special offer"?

Since that click activity is stored in CRM, related back to the contact, lead, or account who clicked on the link, it's easy to follow up with these people by sending them another bulk email. Here's how:

  1. To start, build a dynamic marketing list that includes contacts who clicked on your offer link in the last bulk email we sent out.
    bulk email follow up img 1
    (Note: Since marketing lists can't be built off of more than one entity, you will need to create a separate marketing list for each type of entity you sent the original blast to—contact, lead, and account.)
  2. After you've built this list, specifying your criteria, you will sync this marketing list with MailChimp, create your template, and send out the PowerMailChimp blast as normal. You can also choose to follow up with recipients that have opened a previous blast, or you can even send a follow-up blast to recipients who haven't opened a previous blast.
  3. To pull the follow-up marketing list, start with a static marketing lis, built out of contacts. Use an advanced find to add members to the list, and add all recipients of the previous PowerMailChimp blast.
    bulk email follow up img 2
  4. Now click on Manage Members again, and choose to remove members who HAVE opened the previous blast.
    bulk email follow up img 3

This leaves you with a list of contacts who have not opened the previous PowerMailChimp blast. You can now use this marketing list to send another blast, or follow up with these customers in some other way.

If you haven't yet witnessed the PowerMailChimp magic yourself, you can download your free 30 day trial on the PowerMailChimp web page.

Happy CRM'ing!

Creating Plain Text Emails with PowerMailChimp

PowerMailChimp is a powerful tool for sending out rich HTML emails right from within Microsoft Dynamics CRM. But did you know that you can also use this bulk email add-on to send out plain text emails?

Plain text emails are a great way of sending out messaging that is direct and to the point, so that your audience is focused on the content of your email rather than the images and links surrounding your email content. With PowerMailChimp's latest version, you can easily choose what type of message you want to send. If plain text is your delivery of choice, simply follow the steps below:

  1. First, start creating your PowerMailChimp blast in CRM as normal. Identify the general information and associate the marketing list that you want to send the email blast to.
  2. Forgo the option to select a MailChimp template and simply write your plain text content in the multi-line text field provided on the form. Just like in HTML emails, merge tags will still work, and there no need to add unsubscribe messaging since MailChimp will automatically add that content for you.
    Plain Text Emails with PowerMailChimp
  3. Once you are done writing your email and have a MailChimp Blast Id populated, you are ready to send, like any other PowerMailChimp blast! When your email recipients open their emails it will look something like the image below:

That was easy, wasn't it?

If you are interested in trying PowerMailChimp, please visit the PowerMailChimp page for a free 30-day trial. If you have any additional questions, please feel free to contact the PowerPack Pros at

Happy CRM'ing!

PowerMailChimp Tips & Tricks Webinar on March 14!

PowerMailChimp Tips & TricksAre you looking for a bulk-emailing solution that integrates with Dynamics CRM 2011 or 2013? Are you already a satisfied PowerMailChimp user? If the answer to either of these questions is yes, then this webinar is for you! Join our PowerPack Pro, Cecilie Svensgaard, as she goes over the tips and tricks of becoming a successful user of the PowerMailChimp add-on for Microsoft Dynamics CRM.

PowerMailChimp is one of the most popular PowerPack add-ons, and it seamlessly integrates your Microsoft Dynamics CRM with the highly reputable bulk-emailing platform, MailChimp. With PowerMailChimp, you can manage your subscriber lists, send bulk email, and track the valuable send, open, click, bounce, and unsubscribe statistics all from inside your Dynamics CRM system. This add-on makes bulk emailing fast and efficient, saving you time and clicks when sending out any sort of bulk email communication.

Join us for this PowerMailChimp Tips & Tricks webinar on Friday, March 14 from 10 - 11 a.m. CST. Register Now!

Be sure to check out our other upcoming webinars and education events. Can't make it? We also record all of our webinars so they can be watched on-demand!

Happy CRM'ing!

Behind the Curtain at Convergence 2014

How PowerObjects Used Marketing Automation in Dynamics CRM

Whether you attended or not, you may still be feeling the buzz coming out of Microsoft Convergence 2014 in Atlanta. The team from PowerObjects had a blast connecting with customers, meeting new CRM fans, and learning about the latest features and technology from the world of Dynamics. As a partner that is 100% focused on Microsoft Dynamics CRM, we are looking forward to a bright future.

If you attended, there is a good chance you saw the PowerObjects logo on a hoodie, since we handed out 3,000 of them to booth visitors. How did it happen? It wasn't magic, it was CRM! Check out the steps below and learn how we leveraged the marketing automation capabilities of Microsoft Dynamics CRM and our suite of PowerPack add-ons. What aspects would you borrow for your next trade show or event?

Warming Up the Crowd

First, we sent email updates about early bird pricing and other details to our friends and prospects leading up to Convergence. To do this we used our CRM and PowerMailChimp to segment a great marketing list, design a template to engage and promote, and hit send – all within CRM. As these messages went out, we used the reporting in CRM to see who was opening, what they clicked on, and who wanted to learn more. When links in our emails were clicked, PowerWebTraffic also gave us the ability to see what customers and potential clients were viewing by collecting website tracking analytics and connecting them to contacts and leads within CRM. We also used PowerSocial to send updates via social media outlets like Twitter and LinkedIn – and yes, you guessed it, right from inside CRM.

Setting up Shop

When we arrived on site at Convergence, things started to get exciting. We set up our booth and it equipped it with four big screen monitors to conduct live demonstrations of CRM and our PowerPacks. After all, there is no substitute for seeing CRM in action! We also displayed a social media wall that had a feed of real-time Tweets, and Facebook and Instagram posts that had our hashtags – all of which we could continue to monitor and post via PowerSocial.

We also brought 3,000 hoodies that said "CRM" on the front and had the PowerObjects logo on the back. Dynamics CRM is our focus and our passion, so we couldn't help but share it loud and proud with everyone. Each booth team member had a Dell Venue 8 Pro tablet to use at the booth in order to further leverage our technology and CRM.

marketing automation in dynamics crm

Showtime - with a High Tech Twist

What is better than giving away 3,000 CRM hoodies? Giving away 3,000 CRM hoodies while also showcasing the capabilities of CRM and gathering leads in real time. To do this we built a custom app to capture lead information right at the booth.

Here’s how it worked:
We either scanned the RFID in attendees' badges or entered them in a simple form on a tablet. We could even add photo of that person to their record by taking their photo with the tablet's camera and using PowerPhoto to load it in CRM. Immediately after we had scanned or gathered the attendee’s info, three things happened:

1)      They received one of our wildly popular and stylish hoodies.

2)      Their information was entered into our lead capture app and CRM.

3)      From PowerSurvey, they were sent an email with a brief survey about what aspects of CRM and PowerObjects they were most interested in (services, support, education or add-ons).

Here is what the Lead Capture App looks like on a tablet – immediately after scanning and snapping a quick photo.

marketing automation in dynamics crm

After the attendees completed their survey, they were also entered into a drawing to win Dell Venue 8 Pro tablets – which were the same ones we used in our booth. To win the tablet, they had to complete the survey and show up to our booth for the drawing wearing our CRM hoodie. We also let people sign up for text reminders via PowerSMS.

As you can see, the booth was packed!

marketing automation in dynamics crm

In the survey, attendees could also request more information, which was delivered in an email bundle through PowerShare. This add-on lets us easily distribute PDFs and other files, as well as track what is opened.

So that's how it all came together for PowerObjects marketing at a 12,000+ attendee event, fully integrated with CRM. It was fantastic to meet so many Convergence attendees and to see our hoodies everywhere throughout the weeklong event and around the city of Atlanta.

Now comes the next fun part of the process: following up with the people we met to help them get more value out of Dynamics CRM for Marketing, Sales, and Service. Let us know if you want to learn more about how we used marketing automation in Dynamics CRM to pull off a great Convergence 2014. We will see you next year for Convergence 2015!

marketing automation in dynamics crm

Keep checking our blog for CRM tips and tricks! Interested in other upcoming PowerObjects events? Check out our events page!

Happy CRM’ing!

Using the MailChimp Drag and Drop Editor with PowerMailChimp

Experiencing the issue where your MailChimp templates are not showing up in your CRM system in the PowerMailChimp Template Pick list? Worry no more, MailChimp has fixed their API to support their drag & drop templates, so please make sure you are running the latest version of PowerMailChimp! To get the latest version of PowerMailChimp, please navigate to the PowerMailChimp webpage, select download solution, and follow the steps outlined in our, “How to Update a PowerPack Add-on.”

PowerMailChimp is quickly becoming one of our most popular PowerPack add-ons. The PowerMailChimp add-on gives CRM users the power to use their existing marketing lists to send bulk emails from CRM and track sends, opens, clicks, bounces and unsubscribes back to CRM contacts, leads and accounts!

When using PowerMailChimp, the only thing users need to do outside of CRM is create the template that they wish to send out. MailChimp offers a great variety of basic and predesigned templates to give users a jump-start on their template creation. Recently MailChimp introduced an awesome new way to designing templates, called the Drag and Drop Editor. This makes designing a template as easy as dragging pieces of a template into place and editing them.

With these recent changes made by MailChimp, API calls were changed, causing drag and drop template to not show up in PowerMailChimp’s MailChimp Template Pick List in Dynamics CRM. In order to user the super handy drag and drop editor and still be able to send your PowerMailChimp blast out of CRM, please follow the steps outlined below:

  1. In MailChimp, navigate to MailChimp > Templates and select the template that you want to send through PowerMailChimp and select Export.PMC drag and drop img1
  2. Save the file as an HTML file somewhere on your desktop that you can easily find.
  3. Click the Create Template button at the top right corner of your screen and it will bring you to the screen below. Select Code Your Own.PMC drag and drop img2
  4. Then select the Import HTML option.PMC drag and drop img3
  5. Name your imported template, browse for the file you just saved and select Upload.PMC drag and drop img4
  6. If you navigate back to your templates, you should see your imported template.
    PMC drag and drop img6
  7. Navigate to CRM and add the newly imported template to your PowerMailChimp Blast.

Tada! Your template is now in the Saved Templates folder in MailChimp! If you still do not see the template in your list of templates to choose from on the PowerMailChimp blast, please try clearing your cache or logging into CRM from a different browser.

If you would like to download a free 30-day trial of the PowerMailChimp add-on, you can find additional information on the PowerMailChimp page.

Happy CRM’ing!