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The assist-edit dialog stays greyed out when using it in e-mail template Dynamics for Marketing

Posted on by 532

The assist-edit dialog only shows entities and relations that are synced with the marketing insights service, I have checked the sync settings in the customer insight sync and contact entity is checked, also I can not change or click in the dialog.

Tried it with several browsers 

the assistant dialog box is always greyed out:

not-working-assistant-marketing-crm.jpg

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: The assist-edit dialog stays greyed out when using it in e-mail template Dynamics for Marketing

    Hi partner,

    Don't forget to mark the verified answer by clicking Yes.

    pastedimage1569909276974v1.png

    This will help other users quickly navigate to this theme.

    Thanks.  :)

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: The assist-edit dialog stays greyed out when using it in e-mail template Dynamics for Marketing

    Hi @Jetj25,

    this usually happens when you are trying to use it for a 1:m or m:m relationship.

    For example, if a customer can have a number of products. In your marketing email, you can only loop through the products in a custom code spinet , but not use it with assist edit.

    Hope that helps.

    Thanks,

    -DD

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: The assist-edit dialog stays greyed out when using it in e-mail template Dynamics for Marketing

    Hi Jetj25,

    I've reproduced your issue successfully:

    12641.png

    It seems that your current user has not sufficient privilege to access dynamic content

    so you should ask your admin to give you privileges to below 3 items:

    > Content settings

    > Dynamic-content metadata

    3377.png

    > Marketing email dynamic-content metadata

    1007.png

    I couldn't give you specific anwser that which item will finally lead the drop-down menu to be blocked, 

    however, after I disabled all of 3 items, the drop-down menu was actually blocked to greyed out,

    you could try them one by one.

    Regards,

    Clofly

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