Languages in Microsoft Dynamics Marketing

There are currently ten languages available for Microsoft Dynamics Marketing.


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.

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.

Customize Dialog box in Dynamics CRM

Many times we face a requirement where we are asked to customize a dialog box in CRM, either with the help of JScript or HTML page. But Dialog are not available for client side extensions except custom assemblies. You cannot use JScript to Customize a dialog.

But there is always an UNSUPPORTED way:

You can customize the CRM 2011 Dialog page by customizing the page that run the dialog, the page is existing under the folder

$Microsoft Dynamics CRM Installation Folder$\CRMWeb\CS\dialog\rundialog.aspx , but it is not a recommended solution.

You can write some scripts to customize the dialog, but be careful when install a hot-fix that replace this page with default one, so keep a backup for this page on your solution after you customize it.

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.



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.





Marketing Execution


Assets & Media








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.



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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 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.