Get a real-life example of how we've helped one customer migrate Marketing List members into Microsoft Dynamics 365 CRM.

Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 CRM can individually bring a lot of great functionality, helping improve and streamline business processes. But how well do they integrate with each other? Both being Microsoft products you’d expect seamless integration, however, that hasn’t always been the case. We’ll be exploring what integration challenges we’ve come up against previously and what limitations users could expect, as well as how integration has moved on with more recent software updates.

In the first article on this topic, we discussed the benefits of dynamically personalising Microsoft Dynamics 365 Marketing emails to be sent from the Owners of Contacts and exactly how to make it happen.

Real-time Marketing truly has strengthened the personalisation capabilities within Dynamics 365 Marketing. If you have a field on the Contact that you want to dynamically add to an email, the sky really is the limit.

As a Microsoft Dynamics 365 CRM and Power Platform Consultant when I create a new field either on an out of the box table, or as Custom table, I (naturally) assume every user of the system will know what data to enter into that field. But what if the data required is more complex? An example might be a description field where I want to help the user to add the correct type of information. How can you let them know what information the business expects?

Has the scenario ever arisen, when a client or multiple clients have wanted you to automatically send an email with an attachment from CRM, such as sales literature, to a customer to save staff a large proportion of their working day manually processing this on a day-to-day basis?