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From the Microsoft Dynamics 365 CRM Blogs: Organization charts; Email template; Real-time marketing forms; Email attachments

by MSDW Reporter
Editorial Team,

In this week’s Microsoft Dynamics 365 CRM blog roundup:

  • Providing security access to users for real-time form ownership
  • Creating email templates for custom entities in D365CE
  • Improved visualization and user experience of organization charts within Dynamics 365
  • Working with email attachments for your Dynamics CRM integration

Providing security access to users for real-time form ownership

On her blog, Megan Walker wrote that using real-time marketing forms from Microsoft Dynamics 365 Customer Insight journeys on your website provides a quick and seamless way to automatically create leads and contacts.

Walker noted that when a new record is created, the owner of that record is the person who owns the marketing form.

She stated that instead of giving sales people an out-of-the-box security role for marketing, you should consider creating a new specific role for marketing form ownership. In her post, Walker walked users through how to do this.

Finally, she stated you should be sure to assign your new security role to anyone who needs to own real-time marketing forms.

Creating email template for custom entities in D365CE

Writing on the Himbap blog, Mahender Pal stated that in ...

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