From the Microsoft Dynamics 365 CE/CRM Blogs: Email templates; Customer 360; Security role; Marketing emails

This week on the Dynamics 365 CE/CRM blog roundup:

• Using defaults from email templates in real-time marketing
• Customer 360 component in Microsoft Dynamics 365 Customer Service
• Auditing of security role in Dynamic 365 CRM with enhanced UI
• Creating dynamic content in your marketing emails: Why and how?

Using defaults from email templates in real-time marketing

On her blog, Megan Walker stated email templates in Dynamics 365 Marketing should make everyone’s lives a bit easier. Walker went over what's included out of the box, and provided information about two additional settings users might find useful in their real-time marketing email templates.

She first explained the send settings, then email settings area, the compliance section, the plain text setting, and the design settings.

Once you’ve added all of the defaults, save your template and it’s ready to use. Now when we create a new email, we can see the reply to information is set. The Company address is then going to be pulled from the Compliance record you linked on the template. The legal designation or purpose will also be populated. Your from name and from email will also be accurate based on the values you added to the template.

Walker then added information to make this process better, including setting up brand profiles.

Customer 360 component in Dynamics 365 Customer Service

An author writing on the Inogic blog offered information about a new feature introduced by Microsoft in the 2023 Release Wave 1, the customer 360 component, which allows users to visualize the customer data on the case form. The author noted that in the past users could visualize data using the quick view form, but they couldn’t edit it. However, the customer 360 component enables users to edit the information of related accounts or contacts and can configure the column attributes.

In the blog post, the author explained the steps necessary to add the customer 360 component on the case form. The author stated that users can use those steps to display customer records in any entity that supports customer lookup.

After providing the steps, the author stated that using the component control, users can configure attributes of related accounts and contact information and easily edit the information without switching entities.

Auditing of security roles in Dynamics 365 CRM with enhanced UI

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