Adding the new News source to search topics in Microsoft Social Listening

The Microsoft Social Listening team has just recently added new features to the service, including Location analysis - please see this blog post News publications as a source to collect postsIn addition to the existing sources (Twitter, Facebook, blogs and videos), you can now add news to your search topics and collect posts from news … Continue reading Adding the new News source to search topics in Microsoft Social Listening

New in Microsoft Social Listening – Location Analysis

Now you can analyze posts from specific countries, regions, or location groups in Microsoft Social Listening and filter your data to see where the posts are coming from. You can access location analysis by navigating to Microsoft Social Listening > Analytics > Location. On the Location page, only posts that contain location data (author location … Continue reading New in Microsoft Social Listening – Location Analysis

Mapping the Basic User to Security Role Settings – Suggestions

In Dynamics CRM we have three types of User Subscription Licenses (USLs); Professional, Basic, and Essential Professional users has full rights to 'everything' in CRM Essential users has rights to custom entities primarily Basic users sits sort of in-between, in terms of use rights Note - A fourth USL (Enterprise) is available. Its equivalent to … Continue reading Mapping the Basic User to Security Role Settings – Suggestions

How to Configure Social Listening in CRM Online

Microsoft Dynamics CRM Online (CRMOL) and Microsoft Social Listening (MSL) are Better Together – you can add MSL data into CRMOL Dashboards and record forms for convenient and proactive social insights In this blog post I'll take you through the steps needed to setup the integration between the two services. Pre-requisites In CRMOL you must … Continue reading How to Configure Social Listening in CRM Online

Optimizing Network Connectivity Tips

My collegue Paul Collinge has performed numerous Office 365 Network assessments and reactive visits to resolve issues for customers and to him its apparent that the vast majority of issues are seen time and time again. Hence he has compiled his top 10 tips for you to optimize your O365 network performance and prevent issues from … Continue reading Optimizing Network Connectivity Tips

Free Updated CRM Online Trial Experience and eBooks

Trialing CRM Online has never been easier. Just click http://go.microsoft.com/fwlink/?LinkId=252780 and your are only minutes away from a great trial experience If you do have an Office 365 tenant already please use the "Sign in" button at the top right corner to ensure your CRM Online trial is added to your existing tenant. That way … Continue reading Free Updated CRM Online Trial Experience and eBooks

Connecting Dynamics Marketing to Dynamics CRM – Let the Sync Begin

**** Update Log Since writing this blog post various new pieces of content has been published: June 2015 - Christian Abeln from our product group published a video "How to connect Microsoft Dynamics CRM to Microsoft Dynamics Marketing" - link May 2015 - Jon Birnbaum from our support team published the video "Installation and Configuration for Microsoft … Continue reading Connecting Dynamics Marketing to Dynamics CRM – Let the Sync Begin

How to purchase Dynamics Marketing and first time setup

Microsoft Dynamics Marketing is an online cloud service that can be purchased through the Microsoft Dynamics Online Portal as a paid instance.  To begin you must sign in to your Office 365 account and go to "Purchase Services" and select "Microsoft Dynamics Marketing". Log into the Office 365 portal (https://portal.office.com) as an admin Click “Purchase Services” in … Continue reading How to purchase Dynamics Marketing and first time setup

Digital Asset Management in Dynamics Marketing

Part of Microsoft Dynamics Marketings (MDM) Digital Asset Management system includes the ability for you to work with files, file folders, and file libraries. In this blog post I'll talk about File and Folder structure and security How to add files via drag and drop or upload How to move or copy files between folders How … Continue reading Digital Asset Management in Dynamics Marketing

Putting Lead Scoring Models and Landing Pages to work in Dynamics Marketing

In Dynamics Marketing you can generate Leads from visitors to a landing page. You can score the leads using lead scoring models, allowing you to prioritize which leads to target first. In this blog post I'll explain a bit about Lead Scoring Models and Landing Pages, and then take you through an example of using … Continue reading Putting Lead Scoring Models and Landing Pages to work in Dynamics Marketing