Mass emailing with Mailchimp & Dynamics 365 for Sales

mailchimp

Mailchimp is one of the most popular and amazing mass emailing solutions that you can use for free for up to 2k contacts and 12k emails per month (check detailed pricing here https://mailchimp.com/pricing/).

mailchimp plans

With Dynamics 365 users can use marketing lists to group leads or contacts or accounts manually or according to specific criteria when querying customer data using Advanced Find.  Marketing lists can be linked to a marketing campaign which is a native feature as well.

When it comes to bulk email and unless you already have an integrated marketing automation solution like Clickdimensions you cannot use Dynamics 365 for Sales. Users should export customer data and import them in their mass emailing tool (which can be mailchimp, mailjet, atompark, sendpulse,…)  before sending them emails. That means you will have customer database in 2 different solutions without automated synchronization nor stats retrieved in your CRM system.

But there’s always a solution…

PowerMailchimp is an addon, a Dynamics 365 solution package to import, that I’ve been using (This addon is developed by PowerObjects, an ISV that has several other amazing and useful addons). It makes it easy to sync your Mailchimp and Dynamics 365 lists and send directly bulk email without leaving Dynamics 365. Stats (Successful deliveries, opens, clicks, etc..) are also synced and can be used in your Dynamics 365 charts and dashboards.

PowerMailChimp-57

How much does it cost?

2 things to consider when estimating the cost of a Mailchimp/Dynamics365 integration:

  • Mailchimp: Free up to 12k emails per month for a 2k contacts databse. See pricing above.
  • Powermailchimp: 2$ per month. Price is per user, per month. All enabled users are automatically counted. This includes read only users, admin only users, and service accounts.

How to?

If you plan to use Mailchimp with Dynamics 365 you can get a 30 days free trial of that addon here. You can also find the user guide in that page so you can import the solution and follow some few steps to set the synchronization.

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Dynamics CRM 9.0 : Multi Choice field

Dynamics CRM 9.0 is here and finally we got a very useful feature we as consultants and ISVs have always wanted to have.

A new type of field has been added which allows now users to have a multi selection optionset as you can see in the following screenshot. It can either be local or global just like ordinary Optionsets.

Note: getting the field value using javascript getAttribute method will return values separated by comma (ex: 1000001,1000002,1000003)

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How to turn Dynamics CRM charts into 3D

Charts in Microsoft Dynamics CRM are by default built in 2D. While working on a sales pipeline for example, you may want to see a chart representing it in 3D instead of 2D. This post gives the answer, and it is not easy at all.

First try to export your chart. This export generates the associated XML file.

 

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Once your XML file is exported, look for the tag <Area3DStyle> and change its attribute “Enable3D” from false to true.

 

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