Thursday, October 13, 2016

How to enable interactive experience in Dynamics CRM

Microsoft Dynamics CRM 2016 and CRM Online has an interactive experience to offer. You can notice this on the notification bar at top of CRM.

To enable the interactive experience in Dynamics CRM, you can either click on Experience it now from the notification bar as shown here:

Or you can input the URL directly in your browser. The URL would be different for CRM Online or CRM (on premise).

Microsoft Dynamics CRM (on-premises) : In your browser, type //engagementhub.aspx, and then press Enter. For an Internet-facing deployment (IFD) use https://< hostname[:port]>/engagementhub.apsx.

If more than one organization is available, and you don’t specify one, the default organization will be used.

Microsoft Dynamics CRM Online : Type https://., and press Enter.

You can always go back to the original main experience by replacing https://..../engagementhub.aspx to https://..../main.aspx

Thursday, October 6, 2016

Understanding email marketing quotas in Microsoft Dynamics Marketing

This is my first post on Dynamics Marketing and I would like to address the quotas and limits for email marketing.

While this is critical for customers to know, let me also introduce you to the buying process and how to set up Microsoft Dynamics Marketing.

Getting on to the quotas:

For trial instance : Monthly quota is 30k emails / month and daily quota is 50 emails. (I don't know how this makes sense though because if you do the math, you can never reach the monthly quota)

For paid instance : Monthly quota in 50k emails / month and daily quota is half of your monthly quota. Which means you can send 25k emails on a day.

Additional email quota : can be bought in multiples of 10k emails / month.

Microsoft Dynamics Marketing Additional Quota

Saturday, October 1, 2016

Monthly bulletin on Dynamics CRM - September 2016

We've wrapped up September and here are a few things I thought were worth sharing:

ADXstudio vs SharePoint for Dynamics CRM: Why would you prefer ADXstudio over SharePoint and vice versa -

HP prefers Microsoft Dynamics CRM over Salesforce: Microsoft has secured a deal with HP to host Microsoft Dynamics CRM Online and Microsoft Cloud services for thousands of HP employees across sales, marketing and services operations -

Tracking and synchronizing Contacts and Activities between CRM and Exchange

How server side sync works?

This post came across sometime ago and I thought was worth sharing. Would really help someone from a Business Consulting role.

Dynamics AX vs. Dynamics CRM