asp.net qr code generator Third-Party Add-On: ExactTarget for Microsoft Dynamics CRM in VB.NET

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Third-Party Add-On: ExactTarget for Microsoft Dynamics CRM
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Although the out-of-the-box options for mass emailing in Microsoft Dynamics CRM can meet most organizations needs, a company named ExactTarget (http:// www.exacttarget.com) offers an add-on product for Microsoft Dynamics CRM that includes many additional email marketing features and benefits. ExactTarget offers its email marketing services on a hosted basis, and it created an integration with Microsoft Dynamics CRM so that users can send email through the ExactTarget service directly from the Microsoft Dynamics CRM interface, shown in Figure 2-22. By using the ExactTarget service for sending mass email, Microsoft Dynamics CRM users can enjoy the following additional benefits:
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ExactTarget sends the email messages through its servers, not through the outgoing email server configured for Microsoft Dynamics CRM. This allows users to send a large volume of email without affecting their internal network. Outsourcing the message delivery to ExactTarget also helps improve message deliverability because ExactTarget works with email companies to ensure consistent delivery.
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2 Setup and Common Tasks
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FIGURE 2-22 Send ExactTarget emails within Microsoft Dynamics CRM
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ExactTarget automatically captures response data, such as email opens, clicks in messages, bounces, and unsubscribes. Almost all of the response data downloads into the Microsoft Dynamics CRM user interface so that you can report on it, access it using Advanced Find, and so on. The default ExactTarget for Microsoft Dynamics CRM installation includes data such as unique opens, total opens, unique clicks, deliverability rate, and bounce rate. Users have more control over the delivery of their mass email messages because they can schedule a specific date and time to start the message send. In addition, users can throttle the email to send only a certain number of messages per hour. ExactTarget offers a proprietary user interface in which users can create and design their email messages to include images and hyperlinks.
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Companies looking for more advanced email marketing in Microsoft Dynamics CRM should definitely consider the ExactTarget for Microsoft Dynamics CRM option.
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Mass Email Summary
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Table 2-2 outlines some key differences of the mass email options for Microsoft Dynamics CRM.
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Part I Overview and Configuration
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TABLE 2-2
Mass Email Options Summary
Direct Email Quick Campaigns
Workflow
Mail Merge
No, but can use mail merge templates Yes
Can use E-mail templates
Can include images and hyperlinks in the email message Can include dynamic data fields in the body content Can include conditional content within the message (such as if/then/ else statements) Available entities
Yes No
Yes No
Yes No
Yes Yes, with Mail Merge syntax Any entity with mail merge enabled
Any entity with activities enabled, such as Lead, Contact, Opportunity, Account, Quote, and Order All or some of the records in a view
Only Lead, Account, Contact, and Marketing List
Any entity, including custom entities
Email recipient selection
All or some of the records in a view
Can only apply manual workflow to all records on a page (250 records max) Yes No No No
All or some of the records in a view
Can include a file attachment Works with campaign responses Tracks email opens Tracks hyperlinks clicked in the email message
Yes No No No
Yes Yes No No
Yes No No No
Mail Merge
As you just read about, Microsoft Dynamics CRM includes a mail merge feature that allows you to create mass emails. You can also use the mail merge feature to create a large number of letters, envelopes, or labels. Remember, you can start the mail merge from either the web client or Microsoft Dynamics CRM for Outlook. Note that running the mail merge from Microsoft Dynamics CRM for Outlook provides a few additional benefits, including:
2 Setup and Common Tasks
After completing the merge, you can create activities associated with the mail merge. You can upload the mail merge template back into Microsoft Dynamics CRM. This is helpful if you changed the template during the merge. You can create a quick campaign associated with the mail merge. You can run mail merges from quick campaigns. You don t need to use a mail merge Word macro, so you won t need to enable any security prompts.
n n n
The email example in the previous section showed how to start the mail merge from Microsoft Dynamics CRM for Outlook, so let s review how to run a letter mail merge starting from the web client. First, browse to a list or view of records in the Microsoft Dynamics CRM web client, then click the Add tab in the ribbon and click the Mail Merge button. Note To run a mail merge on a quote, you need to open the quote record and click the Print
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