Scribe Integration – Use Application User Or Clientid & SecretKey To Connect To Dynamics 365

  Just a short blog on how you can use an application user or clientId & secret while using scribe integration for connection to Microsoft Dynamics Customer Engagement.  Now we know we can very use a standard dynamics user with scribe. However, you will most likely hit the API limits. You can read about here … Continue reading Scribe Integration – Use Application User Or Clientid & SecretKey To Connect To Dynamics 365

Map A Multi Target Lookup Field In Azure Data Factory – Dynamics 365 Data Import

Dynamics 365 has these special lookup fields which can reference multiple entities. Meaning, you can select record not just from one entity but other as well. One of the typical example is an Owner field where you chose a user or a team as well, A customer field where you can chose an account or … Continue reading Map A Multi Target Lookup Field In Azure Data Factory – Dynamics 365 Data Import

Add Dynamics 365 Marketing Trial To Your Instance

  Here is the step by step process for adding Dynamics 365 Marketing to your dynamics 365 instance.You can sign up for, install, and use a trial version of Dynamics 365 Marketing for free. Trials last for 30 days. Few important points to remember : You will receive a trial Dynamics 365 instance together with … Continue reading Add Dynamics 365 Marketing Trial To Your Instance

Get Contacts/Customers Used In A Customer Journey In Dynamics 365 Marketing

This is going to be a very short blog as I am going to just reference my previous blogs to achieve a solution for this.I have talked about Customer Journey entity in dynamics in a recent post here:  The ‘Mysterious’ Customer Journey Entity In Dynamics 365 Marketing.By now, we know that it's not easy or … Continue reading Get Contacts/Customers Used In A Customer Journey In Dynamics 365 Marketing

The ‘Mysterious’ Customer Journey Entity In Dynamics 365 Marketing

In today's blog I am going to be talking about 'Customer Journey' entity in dynamics 365 for marketing app or to be specific the 'Customer Journey Designer' which looks like below:   I call it 'Mysterious' because whatever happens in the journey 'stays' in the customer journey. i.e there is no way or its difficult … Continue reading The ‘Mysterious’ Customer Journey Entity In Dynamics 365 Marketing

Import Member/Contacts To A Marketing Segment

A segment in 365 for marketing app is an essential feature which lets you create a list of related contacts based on some criteria( similar to advanced find). Later it is used to target customers in a customer journey. While you can define a criteria/search for contacts and add them in a Dynamic segment, you … Continue reading Import Member/Contacts To A Marketing Segment

Enable Add New(+) Connection Button On Opportunity

Out of the box on opportunity form, we have a connection sub grid named "stakeholders". You can add new connections of type stakeholder from this subgrid which is amazing , however what if we need ability to create any other type connections from opportunity.  Connections ofcourse has inbuilt functionality for opportunity to behave this way.The … Continue reading Enable Add New(+) Connection Button On Opportunity

Enable Custom Entities For Marketing Segment Dynamic Query

A segment in 365 for marketing app is an essential feature which lets you create a list of related contacts based on some criteria( similar to advanced find). Later it is used to target customers in a customer journey. So when you create a new segment you have an option to create it as static … Continue reading Enable Custom Entities For Marketing Segment Dynamic Query

Dynamics 365 For Marketing – Retrieve Contacts From A Segment

I had a hard time trying to figure out a way to retrieve members from a marketing segment in my code. The link-entity between contact and msdyncrm_segment isn’t materialized in CRM. I even raised it here :Basic operations on segments using the Segmentation API Solution: Finally fetch xml came to rescue. You can use below … Continue reading Dynamics 365 For Marketing – Retrieve Contacts From A Segment