Nishant Rana

Send bulk email / direct email to Customers – Dynamics 365

To enable the option of sending bulk email / direct mail in Unified Interface, we can navigate to Settings >> Administration >> System Settings >> Email >> Enabled Send Direct Email Action in Unified Interface

Now on selecting the record(s) of email enabled table, we get the option “Send Direct Email”

We can also specify the Email Template and preview the content before sending.

We can see the mail received in the Hotmail account from the CRM user’s email id/mailbox configured.

Here the end-user has also replied to the email.

We can see the response / reply automatically “Tracked to Dynamics 365” in the CRM user’s outlook. (based on the CRM user’s Personal Options setting)

Which creates Email activity (closed status) in the corresponding contact record inside CRM.

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Fixed – This assets-oce.mkt.dynamics.com page can’t be found in Dynamics 365 Marketing

Recently we got the below error while trying to open the files in our Real-time marketing Assets Library.

We raised the Microsoft Support ticket for this and got the issue fixed.

This was because our environment was in Admin mode. (as we were going live so had kept it in admin mode, till we verify it), and there are specific tasks related to processing marketing content, such as resizing image / optimizing image / etc. that requires some Async Service to run in the background which needs the environment to be in the non-admin mode.

Disabling the Admin mode for the environment fixed it.

Hope it helps..

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Fixed – We can’t find the form page you’re trying to load – Dynamics 365 Marketing

Recently we saw the below error in one of our marketing forms hosted on the website –

We can’t find the form page you’re trying to load: <div data-editorblocktype=”FormBlock” data-form-block-id=”64d87bc7-279d-ed11-aad1-00224814fd52″></div>. Please check your page setup.

This occurs if the form is not Live.

Making the form “Go live” will fix the issue.

Hope it helps..

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Fixed – The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms in Dynamics 365 Marketing

Recently we were getting the below issue for our Marketing Forms hosted on an external website on a particular authenticated domain. The pages were working fine in other authenticated domains.

“The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms. Otherwise, a browser extension or plugin may be blocking this form from loading. Review and reload form to continue.”

This particular domain was also shown as authenticated in our Dynamics 365 marketing.

Our website was e.g. https://www.domain.kiwi/ so we had domain.kiwi authenticated in Dynamics 365 Marketing.

Eventually, we had to raise a Microsoft Support Ticket and were instructed to add/ authenticate www.domain.kiwi (with www.) also, doing so resolved the issue for us.

Also, there seemed like a UI bug in the Marketing which will cut out “www.” automatically when trying to authenticate the domains.

Hope it helps..

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Interesting articles on Plugin behavior – Dynamics 365 / Dataverse

Found below interesting articles, do check out-

Can we create child records in Pre-Operation Plugin?https://community.dynamics.com/forums/thread/details/?threadid=1e757e7a-60b2-4fc6-9a94-acea44b18f8c

What happens when we use ExecuteMultiple within Plugin?https://www.inogic.com/blog/2015/11/executemultiple-workflow-or-plugin-assemblies/

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ParentContext property of IPluginExecutionContext – Dynamics 365 / Dataverse

Recently we had to write a plugin that should trigger only when a user has manually associated the record from the form (N-N relationship). This was because we were also doing the same association through another plugin, in which case we didn’t want this new plugin to trigger.

Here we can make use of ParentContext property to identify if the plugin is getting triggered because of another plugin.

Below we can see ParentContext property getting populated and also in the InitiatingUserId property we get the id of the user who triggered the plugin.