Microsoft Dynamics Marketing Connector Setup for CRM 2015

Whether you’re a corporate marketing team or an advertising agency, Microsoft Dynamics Marketing delivers powerful, integrated marketing management solutions that can help you better understand your customers. With Microsoft Dynamics Marketing you’ll get exceptional insight, control over budgets and resources, and be able to create automated, measurable multi-channel campaigns to deliver tangible results.

Microsoft Dynamics Marketing is good for marketing related activities and generating Leads while on other hand Microsoft Dynamics CRM is great for working the all sort of marketing data weather it a sales (Lead-to-Opportunity), service (activity to incident) life cycle.

Spring’ 14 brought to us Microsoft Dynamics Marketing Connector for connecting these two products and excel the business with (306)2 degree view of your business. J

Microsoft Dynamics Marketing Connector for Dynamics CRM allows to:

  • Connects MDM and CRM thereby allowing marketing data to be synchronized between these two applications.
  • Leverages a managed solution for CRM which customizes a CRM organization to support the connector.

Pre-requisites:

  • Microsoft Dynamics CRM 2011/2013/2015
  • Microsoft Dynamics Marketing
  • Microsoft Azure
  • Microsoft Dynamics Marketing Connector for CRM

Steps involved:

  1. Download and install required connector resources
  2. Check “Integration Services” for your MDM
  3. Configure the MDM-CRM Connector
  4. Testing

Download and install connector resources

Download required connector resources

  1. Microsoft Dynamics Marketing Connector for Dynamics CRM is available for download at http://www.microsoft.com/en-us/download/details.aspx?id=43108
  2. Select the required components from the list and download to local drive.cm1
  3. Extract the required connector.msi.

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Installing the Connector

  1. Navigate to where you downloaded the files, double click the file “Microsoft Dynamics Marketing 17.0.3711 – CRM Connector.msi” (In my case as I’m using CRM 2015) and Install.
  2. In the dialog click Next                                                                                       cm3
  3. Read and accept the term and conditions and click next.                           cm4
  4. If required Browse to a new location for the installation files and click Next.cm5
  5. Wait for the extraction to get completed.                                                     cm6
  6. Click Finish                                                                                                             cm7

 

  1. Unless provided explicitly, the default extract location is                         cm8

Installing the connector solution to your CRM environment

  1. Open the CRM environment and navigate to Settings –> Solutions      cm9
  2. Click Import and Click Choose File
  3. Navigate to the folder C:\Program Files (x86)\Microsoft Dynamics Marketing\Connector for Microsoft Dynamics CRM and select the file DynamicsMarketingConnectorSolution_managed.zip
  4. Verify you selected the correct file and click Next                                       cm12
  1. Let the import process complete
  2. Click Close and verify the solution has been installed

Note: You may get below error while importing the solution if CRM 2011/2013 connector solution is selected for CRM 2015 environment.

cm15

Important: After the “Dynamics Marketing Connector for Dynamics CRM” solution is installed in your CRM, you must create/update a ‘connector user’ in CRM. This user must be assigned the “Dynamics Marketing Connector” security role. The “Dynamics Marketing Connector” security role is created when the Dynamics Marketing solution is installed in Dynamics CRM.

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Check “Integration Services” for your Microsoft Dynamics Marketing

MDM connector can only be configured when Integration Services are enabled for your MDM environment. These services are only deployed in your MDM instance by Microsoft upon request.

  1. To check whether the service is enabled or not, navigating to Settings -> Integration Options in MDM
  2. The Status indicator at the top of the “Settings” page indicates the status of integration services for your MDM
    1. Blue checkmark indicates that integration services are enabled. cm18
    2. Red checkmark indicates that Integration Services are not been deployed yet for your MDM instance.cm19

Note: Follow Appendix “How to configure Integration Services for Microsoft Dynamics Marketing for Office 365 admin portal” for steps to request Microsoft Support for the configuration.

Configure the MDM-CRM connector

  1. To facilitate access to CRM from MDM via the Connector Service you must define a CRM Endpoint in MDM. The account you enter for the endpoint is used by the “Integration services” to create and change entities in the CRM system.
  2. In MDM, navigate to Home -> Settings -> Integration Options to open the “Integration Settings” page.
  3. In the “CRM Endpoint” section, click the Configuration button to open the “Configure CRM Account for Access by the Connector Service” dialog.                                                                   cm20

Note: The “Configure CRM Account for Access by the Connector Service” is a model dialog and not supported by Chrome 37 and higher version. Tri using IE browser if configuration button does not respond on Chrome browser.

  1. Provide the URL for your CRM Service and the credentials of your Connector account. You can click Verify to test that the credentials you have entered are valid. Click Submit to save and close.cm21
  2. Verify if MDM and CRM Listener services are enabled for your MDM instance on same settings page under Services Section.                                                                                                 cm22
  3. If these services are disabled, click on first highlighted arrow from left to enable MDM Listener, MDM Publisher and CRM Listener. The second arrow is to enable SDK Service.cm23
  4. On clicking Ok, the services will be enabled for configuration.                  cm24
  5. In the “Service Bus” section click the Configuration button to open the “Configure Windows Azure for Microsoft Dynamics Marketing” dialog.                                                                              cm25

Note: Please see Appendix “Configure an Azure namespace to serve as the transportation channel” if you don’t have a preconfigured Azure namespace with ACS.

  1. In the “Configure Windows Azure for Microsoft Dynamics Marketing” dialog
    1. Enter the service bus namespace in the “Azure Namespace field”
    2. Enter a name for the “Queue from Dynamics CRM”, eg “CRM2MDM”
    3. Enter a name for the “Queue from Dynamics Marketing “, eg “MDM2CRM”
    4. Click Configure Azure ACS to open the “Provide Credentials for configuring the Azure Service Bus” dialog.cm26
    5. In the “Provide Credentials for configuring the Azure Service Bus” dialog you must provide a number of administrative credentials in order to setup the secured trust relationship between the integration service and your CRM system through your Azure service bus. None of these administrative credentials will be ever stored. They will be used for an automated configuration, which eases the configuration immensely.
    6. Type or paste the Azure Management key in the “Management Key” field.
    7. Enter the CRM Certificate issuer name in the “Dynamics CRM certificate issuer name” field. You can find the issuer name from your CRM Online system under Settings –> Customizations –>Developer Resources.                                                                                                        cm27
    8. Download the certificate file from CRM (see screenshot above) and Upload the certificate file in the third field on the Azure service bus configuration dialog.
    9. Enter the credentials of an administrative account of your CRM system.
    10. Click OK to save and close the “Provide Credentials for configuring the Azure Service Bus” dialog and return to the “Configure Windows Azure for Microsoft Dynamics Marketing” dialog.cm28
    11. Click Submit to save and close the “Configure Windows Azure for Microsoft Dynamics Marketing” dialog.
    12. Verify in the “Services” sections in the Integration settings page that you now have three service roles running:
      1. “MDM Listener” – listens for messages in the Azure Service Bus queue that indicate changes to make to data contained in Dynamics Marketing
      2. “MDM Publisher” – publishes messages to the Azure Service Bus queue to indicate changes that need to be made in Dynamics CRM
      3. “CRM Listener” – listens for messages that indicate a change needs to be processed in CRM. This role retrieves the messages from the Azure Service Bus queue and then executes a request against the CRM Organization Service to complete the change.         cm29
  1. The final step for your configuration is the initial synchronization. On the “Settings” page, scroll down to the “Initial Synchronization” section and click the arrow button and select Yes.cm30                                                 cm31
  2. Wait until this step has completed.                                                                cm32
  3. You might need to refresh the “Settings” page a few times until the step is marked as complete.cm33

Testing

  1. Create a new Marketing Contact in MDM by navigating to Marketing Execution à Marketing Contact.cm34
  2. Save the contact and switch to CRM. Navigate to Sales à Contacts and search for the newly created record.cm35
  3. Update the email address field for the same contact in CRM and save.cm36
  4. Check the same contact in MDM for the change.                                                cm37

Resources:

 

Appendix: Configure an Azure namespace to serve as the transportation channel

Follow below steps for creating an Azure namespace with ACS on your existing Microsoft Azure subscription.

  1. Open Microsoft Azure PowerShell. Download if not already installed.
  2. Type > Add-AzureAccount to connect to your presubscribed Azure account.cm38
  3. Enter the email address and credentials for your Azure account and wait till the PowerShell connects.cm39
  4. Type > New-AzureSBNamespace
  5. Upon prompt provide Namespce name and Type as below.                     cm40
  6. Use this namespace and Default Key for MDM configuration with Azure.

Appendix: How to configure Integration Services for Microsoft Dynamics Marketing for Office 365 admin portal

Follow below steps for requesting the Integration Services to be deployed for Microsoft Dynamics Marketing instance.

  1. In the “Office 365 admin center” click Support in the left navigation panel and select Service Requests.cm41
  2. Click “+” to create a new Service Request (SR) with the following settings:
    1. Issue Type = “Technical Support”
    2. Service = “Dynamics Marketing”
    3. Service Area = “Connector”
    4. Problem area = “Connector Setup installation”
    5. Title = (type a title for your SR)
    6. Description = (include a description – good idea to include the URL of your MDM instance)
    7. Contact Name
    8. Contact Phone Number
  3. A member of the support team might call you to verify the request details. As soon as the connector service has been deployed, you will see the blue checkmark.
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Languages in Microsoft Dynamics Marketing

There are currently ten languages available for Microsoft Dynamics Marketing.

lang

They are:

  1. English
  2. Danish
  3. Dutch
  4. Finnish
  5. French
  6. German
  7. Italian
  8. Portuguese
  9. Spanish
  10. Swedish

One can also import various languages in Microsoft Dynamics Marketing. To import a language, you can click the import button, and then browse to the import file and finally click import. The language will start to come in.

One can also take the languages and export by clicking export. You can also reset any customization you made in any language by clicking the reset customization box.

Timer control in Microsoft Dynamics CRM 2013

This great little feature is a new control which you can place on any customizable out of the box or custom entity form. They can also be added to Quick Create and Quick View forms.

This visual indicator will let the user know how many hours/minutes/seconds remain, or have been exceeded against the specified defined failure date/time field. The visual indicators are different colors based on the status and are in large text on the form which is an excellent way to let the user know exactly where they stand against the deadline.

green red

Below links provide few examples that any business user could leverage a timer for to help keep them on track with their time sensitive tasks.

https://community.dynamics.com/crm/b/crmsoftwareblog/archive/2014/11/01/the-best-little-microsoft-dynamics-crm-2013-feature-you-might-not-know-what-to-do-with-timers.aspx

Navigation in Microsoft Dynamics Marketing

As Microsoft Dynamics Marketing will enhance the functionality of Microsoft Dynamics CRM Marketing module, expectation to have common users for Dynamics Marketing and Dynamics CRM in a organization is high. Thus to have similar navigation in both products is added benefit for users. Efforts made to make the navigation same in both the products are clearly visibly. We will just quickly go through main navigation available in Microsoft Dynamics Marketing.

Navigation

1

Projects

2

Marketing Execution

3

Assets & Media

4

Budgeting

5

Performance

6

Settings

7

Widgets in Microsoft Dynamics Marketing

Microsoft Dynamics Marketing is coming up with some very useful widgets that can be added to home screen (similar to Dashboard in Dynamics CRM) and to side panel. These are much similar to reporting tools like drill down charts that were available with Dynamics CRM but are much enhanced. As not much information is available yet on it, below are some important points that one should know about widgets and side panel.

 

Widget

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* Widgets are components that can be added to home screen using Add Components link available on home screen.

* You can add/remove/move the widgets from/on the home screen.

* Can Maximize a particular widget from home screen and even Drill down the charts.

* Types of widgets available

1. Charts (Similar  to CRM charts)

a. Pie Chart

b. Line Chart

c. Bubble Chart

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2. Budget Utilization

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3. Power BI

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4. Traditional

 

 

 

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Side Panel

* Traditional widgets can also be added to side Panel available on right side of screen which can be expanded/collapsed.

* To add a widget to side panel, right click on side panel and select the type of traditional widget to be added.

* No other type of widgets other that traditional can be added to side panel.

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We will also go over Navigation in Microsoft Dynamics Marketing in my next blog. Thanks!

What’s new in Microsoft Dynamics CRM 2015 Vega

Coming up again with What’s new series of Microsoft Dynamics CRM as Microsoft is approaching towards its yet another fall named Vega, alternately also called as Microsoft Dynamics CRM 2015.

There more releases are also on road map as part of CRM 2015 (Q4 2014) with below names.

1. Hydra: Microsoft Social Listening

2. Electra: Microsoft Dynamics Marketing

3. Phoenix: Parature

Unlike other release targeted more towards integration with newly  aquired products, Vega focuses more on Microsoft Dynamics CRM Core product (CRM Online and On-Premise).

Few new features and enhancements in Vega are as below. (As mentioned on Microsoft Dynamics Community and a post by Mohamed Ibrahim Mostafa on Linkedin)

Business Process

  • Rule-based branching
  • Single Edit experience
  • Support for multiple entity loops
  • Programmability through Client API
  • Active processes
  • Change of currently active process
  • Move Stages
  • Stage selection and Changing of currently active stage

User Experience Improvements:

  • Multi Entity Search Capability
  • A new Advanced Search Button
  • Nested Quick Create forms

Mobility Features:

  • The addition of 29 new Languages
  • More Dashboards and new concept of Home-pages
  • Support of “Any Device”
  • Ability to have offline drafts

Enterprise Sales Features:

  • Entity Hierarchy
  • Cross-sell and Up-sell capabilities (also know as Next Buy Actions)
  • External Pricing features
  • Attribute Inheritance
  • Product Relationship
  • Bundles

XRM and Development Advances:

  • Complex calculations (Calculated Fields & Roll-up of values) (Yes!)
  • Hierarchical Relationship Property
  • Ability to query multiple entities
  • Hierarchical Security Models
  • Field Level Security for system fields (out of the box fields)

Analytics and Business Intelligence Enhancements:

  • Power BI in CRM Web client
  • Transactional reporting of CRM on Windows Mobile Client Application
  • Roll up on different fields across hierarchie

Specific for CRM Online (Microsoft’s Online First motto):

  • Self-Service
  • Sign up process Simplification
  • Global Expansion from 42 to 61 Markets (Latin America data centre)
  • Multi-Geographical tenants
  • Scaling out Organisation Synchronisation
  • Minimal downtime Upgrades
  • Addition of Load balancing

Supported OS and Software Requirements:

  • Windows Server –2012 & 2012 R2
  • Windows Client – Vista, Windows 7 & Windows 8
  • ADFS – 2.0, 2.1, 2.2
  • SQL Server – 2012
  • Exchange Server –2010 & 2013
  • Outlook – 2010 & 2013

Software and OS no longe supported:

  • Windows Server 2008 & 2008 R2
  • SQL server 2008 & 2008R2
  • Windows Small Business Server ( all version )
  • 2008 Series Terminal Servers
  • Windows Vista
  • SharePoint 2007
  • Exchange 2007
  • IE 8, IE 9
  • Office 2007

Much awaited release 🙂

What’s new in Microsoft Dynamics Marketing Spring ’14

Microsoft Dynamics Marketing is available for trial on Office 365 subscription. You need to make a $0 transaction with your card details to subscribe for this trial. Connectors for configuring Microsoft Dynamics CRM Organization with Microsoft Dynamics Marketing are available for download too.

Some good informative videos are also available on YouTube under Microsoft Dynamics channel. It will be helpful if someone initiates the download and share across.

Here’s a list of features added to Microsoft Dynamics Marketing Spring ‘14.

Campaign automation

Initiate marketing and sales activities for sets of contacts based upon their profile, behavior, and results by using campaign automation. After you create a campaign, automate its activities using a simple drag-and-drop editor. Microsoft Dynamics Marketing supports a wide range of automation activities such as emailing lists, schedulers, and email.

Use external entities to get external data in Microsoft Dynamics Marketing

External entities are used to integrate external CRM systems that manage external data such as coupons, cinema, address, and stores with Microsoft Dynamics Marketing. Microsoft Dynamics Marketing then uses this data while executing the campaigns.

Use external entities to send customized content to the recipients of email marketing messages to let them know details like stores nearest to them, coupon codes they can use, or a list of the last few orders they’ve placed. External entities help you keep details of the external entity types in one place instead of on every marketing contact. This helps you maintain data more effectively. More information: Set up external entities to provide tailored details to marketing contacts

Dynamic content and conditional text in email marketing messages

You can add customized content in an email message for different lists (segments) associated with the message. This means that the content in your email can vary for contacts in different segments, based on their preferences or locations. More information: Format the content in your email marketing message

Prevent email fatigue with the help of cross-campaign rules

Are your customers getting tired of too many messages and not paying attention to your campaigns anymore? Microsoft Dynamics Marketing introduces cross-campaign rules. Create rules that define how often a contact can receive your marketing messages during a specific time period. Improve the quality of email marketing by ensuring that your customers aren’t getting bombarded with email marketing messages and marking them as spam. More information: How cross-campaign rules can prevent spamming of customers

Analytic reporting with Power BI

You can now use the analytic capabilities of Power BI for Office 365 to create custom reports. You can use Excel with Power BI to connect to Microsoft Dynamics Marketing data, create queries, share the queries with others in your team, and collaborate. We also provide some sample workbooks that you can use to get meaningful insights into your data. More information: Custom analytic reporting with Power BI

Customizable Ad Scheduler columns

Customizing the display columns for the Ad Scheduler is now possible. Under Marketing Execution>Media Buying > Ad Scheduler, you can select the columns that you want to view, and also drag and drop the columns to change their order.

Support for new media

In addition to the existing media types, Microsoft Dynamics Marketing now supports mobile media. Mobile media has the same options as the web media options.

 

http://www.microsoft.com/en-us/dynamics/marketing-customer-center/get-started-with-microsoft-dynamics-marketing.aspx

http://www.microsoft.com/en-us/dynamics/marketing-customer-center/what-s-new-in-microsoft-dynamics-marketing-spring-14.aspx

http://www.microsoft.com/en-us/dynamics/marketing-customer-center/what-s-new-for-administrators-in-microsoft-dynamics-marketing-spring-14.aspx

http://www.microsoft.com/en-in/download/details.aspx?id=43108