Concep SEND for MS Dynamics
Dynamics Onboarding
Settings
- How to add fields to a form
- How to add new response codes
- How to create a workflow to update your contacts preferences when they opt-out of a send account
- How to create new Send accounts in Microsoft Dynamics CRM
- How to create the Email format field in Microsoft Dynamics CRM
- How to find Concep Send dashboards
Surveys
- About Mapping Surveys
- Associating a Survey to a Marketing List in Microsoft Dynamics
- Events Process for Microsoft Send Dynamics and Concep Send
- How do I add the email status field into my contact form?
- How To Create a registration form for your event
- How to send a reminder using the Advanced Find
Email Campaigns
- Creating an email automation workflow using Autoresponders in Microsoft Dynamics
- Disabling a sent Email Campaign in Microsoft Dynamics
- How does the email status work?
- How to add event specific fields to campaign response
- How to cancel Scheduled email Campaigns
- How to Clone a sent Email Campaign
Reporting
- How to create an Executive Summary for Email Campaigns in Microsoft Dynamics
- Dashboards for Microsoft Dynamics
- Concep Reports in Microsoft Dynamics
- Custom reports in Microsoft Dynamics
- How to see my Sent Email Campaign Report in Microsoft Dynamics
- How to see a list of recipients of my email campaign
Preference Manager for Dynamics
- How Preference Manager uses marketing lists
- How to find MSD marketing list ID's
- How to find contact field names in MSD
- Preference Manager v 2.1.x Release Notes
- Preference Manager Dashboard
- Preference Manager for Microsoft Dynamics – Implementation FAQ
Release Guides
- Microsoft Dynamics Connector | Release Notes 2024
- Microsoft Dynamics Connector | Release Notes 2023
- Microsoft Dynamics Solution | Release Notes 2023
- Release Notes for Concep Send for Dynamics Version 2.1.2
- Release Notes for Concep Send for Dynamics Version 2.1.x
- Release Notes for Concep Send for Dynamics Version 1.7.x.