Hi all, I have a couple of questions I would really appreciate a reply on, thanks!
1. What is the maximum number of custom fields one can have for contact?
I plan on using the Cloud version of Dynamics CRM.
In this post it was written for 2015 version 1023 or is it something else?
community.dynamics.com/.../296572
2. Is there a maximum of emails that one can send to contacts? Per month?
3. I believe the best way to send out one-time emails to contacts is via Quick Campaign, the way I do it now in my current CRM is to search for contacts via Tags but in Dynamics it seems to be called for Marketing List. For example sometimes I might to send out emails to emails to everyone or only clients.
4. Is it possible to send emails that merge data from fields, so say that I send 100 emails but I want for each person to merge (fetch) the exact data from a specific field into the email so each email is personal, I hope this is possible. Also in automated marketing lists.
5. Is it possible to have automated email, say marketing or educational emails? I believe this is discontinued and will not be offered to me when I soon register for trial period of 30 days for the enterprise edition as stated here, or is this refering to something else?
blogs.msdn.microsoft.com/.../microsoft-dynamics-marketing-service-will-be-discontinued-and-learn-whats-coming-next
Might have to go with Sendgrid for automated email marketing.
6. Based on a ”tag” the contact has (I use Infusionsoft CRM that uses tags to differentiate contacts) is it possible in the marketing/automated email marketing that some emails are sent to contacts while some are not based on individual settings etc
7. How do you segment contacts, is it via some lists or so? Guess it would be marketing lists? I hope same persons can be part of more than 1 list? For example
Customers
Non-Customers
Previous customers
Everyone
8. Its possible to send HTTP Calls to and from Dynamics CRM? A webhook?
9. Does Dynamics CRM have built in Web Forms? I asked another person and I got this reply: "There are no web forms out of the box in Dynamics 365, however with an Enterprise subscription, you are entitled to Portals. With Portals you can create web forms that will be linked/displayed in your portals web site (hosted on Azure).”
Now, my follow-up question to this is, say I want to capture Name and Email, is there a simple way to do that via API so that we can put a form on our website and then just send the data that way? Maybe this? msdn.microsoft.com/.../mt593051.aspx
10. Whats the difference between Enterprise and Business Edition of Dynamics 365?
11. Do I really need Finance and Operations? I know question sounds dumb, how are you suppose to know but basically I have a small business. Nothing physical, software business. But I do see a potential need but rather focus on the Customer Engagement Plan that does not include it but the other stuff that are interesting to me.
12. When it comes to invoices, I guess this is done with the Sales Module. I dont need Finance and Operations in order to create Recurring invoices?
13. In terms of invoices, how does the tax work? It seems per product?
14. For invoice, I noticed one can use different currencies
Thanks!
