You’re offline. This is a read only version of the page.
5
Hello all,
I'm fairly new to D365 CRM and I am struggling with adding dynamic data to marketing emails that we plan on sending through customers on a customer journey.
My high level concept was..
The problem I'm running into is that when it comes to marketing email dynamic data there really isn't a lot of options.
I also noticed that I can add static content in terms of a specific event. This means that any markerting emails I need to create will need to be recreated for each individual event we host. I suppose that's fine. Regardless, these certainly are not geared for dynamic event based messaging and especially not information about the registration submission to the event. I suppose we could try to store that event info on the contact itself but that just seems wrong. I do not like that idea and it's one of the reasons why I'm writing this post. I would like some ideas!
I noticed that the workflow emails seem to be a lot more powerful with dynamic data. I saw some examples on how to target data on the registration itself. Is this the correct approach? Should this all be managed via a workflow and not a customer journey?
What are your thoughts? Thanks in advance!
Thank you very much. It confirms what I thought. I really wish there was an ootb solution. Thank you again,
Lynn
Lynn,
There does not appear to be any out of the box functionality that I found useful. Instead of going the customer journey route we ended up using a process to send emails. Though, that wasn't even enough to populate the data successfully. It also came at the cost of having not as great of control over the HTML of our emails. So none of our emails were responsive, which presented a design challenge..
We ended up utilizing a dynamics365 developer to build a module that would scrape the email for contextual placeholder data like {{contact.firstname}} and it would then insert that contacts first name into that placeholder. It was not pretty and left much to be desired.
I hope this helps.
Hello,
I'm wondering if you received any updates regarding this question?
Thanks,
Lynn
Hello,
I see the same struggle as the one I have.
I really like to setup a dynamic journey for all events that are almost the same:
For every event, I want to use a journey-template and just link the event to the email messages.
I already have such a journey template, but every time its a manual job to set the event, and there is to much room for error in a large journey!
In terms of dynamic content, it is possible to add (custom)entities and relationships to the marketing data configuration (Settings > Marketing settings > marketing data configuration). You can only enable entities that have change tracking enabled in the customizations.
Then in the dynamic content wizard, these options (Contact, Content settings, Formdoisubmission, Message) are the starting point from where the dynamic content should come from. So perhaps you can add dynamics content from a related entity?
If I could relate my dynamics content to the regarding event, I might be close to a solution.
> while I was writing this, I thouht about something else:
#1
Daivat Vartak (v-9d...
225
Super User 2025 Season 1
#2
Muhammad Shahzad Sh...
106
Most Valuable Professional
#3
Eugen Podkorytov
102
Share
Report
All responses (
Answers (
