Contact Import in Microsoft Dynamics Marketing

Import process in Microsoft Dynamics Marketing is bit modified as compared to Dynamics CRM. In this post we will try to cover the few points about the import followed by a VLOG showing step by step import process. In our case, we will discuss the Contact import process.

** Please note **

  • You cannot update existing records by using the import process.
  • Records that are already present in MarketingPilot will not be imported.
  • Import process will vary from record type to record type.
  • In order for the import to successfully map to a category field, the data in the source file must be identical to the value in MDM.

First step when performing the import is to select the type of contact that you are importing and the company the contacts will belong to.

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The source file columns (left side) are mapped to the Microsoft Dynamics Marketing fields (right side).

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Below is VLOG that explains step by step process to import Contacts in Microsoft Dynamics Marketing.

Configuring Microsoft Dynamics Marketing

Just received trial version for Microsoft Dynamics Marketing to perform hands on. But there is a minor configuration step that one need to complete for a site before using MDM. So here I am, coming up with few things for first time:
1. First time hands on MDM
2. First time VLOG (Video Blog)

I’m planing to convert/add vlog for all my existing blogs too.

Work with alerts : Microsoft Dynamics Marketing

Microsoft Dynamics Marketing can send automatic alerts to Users and other contacts when certain events occur. For example, a user could choose to receive alerts when tasks become overdue. Alert messages are sent in plain text or in HTML format to email in-boxes and in SMS/Text format to mobile phones. Email alerts often include a hyperlink that enables users to go directly to the item that is the subject of the alert.

To receive alerts, one should have Alert Service installed and turned on by Site Administrator.

To specify alerts for a contact, navigate to contact page, choose Activities and then choose Alerts. Here you can see a list of all available alerts provided by Microsoft Dynamics Marketing. Just select the desired alert by selecting the check box and choose Submit.

Users will not receive alerts for the action they complete. For example, if you change the status of a task to Completed, even if you have the Task Status Change Alert, you won’t receive an alert.