Advanced Features of ExactTarget for Microsoft Dynamics CRM 4.0

How to Add Dynamics CRM users to ExactTarget

Use the following steps to add ExactTarget users.  You can also use this process to modify an existing ExactTarget user:

1. In Dynamics CRM, click the ExactTarget button in the top toolbar and select Access ExactTarget.
2. Click the Admin tab in the ExactTarget navigation pane.
3. Click the plus sign next to Account Settings.
4. Click My Users.
5. Click the Create button in the toolbar.
6. Enter the user information:
7. Click Create User.

How to Map Microsoft Dynamics CRM Users

Use the following steps to map Dynamics CRM users to ExactTarget users:

1. In Dynamics CRM, click the Settings tab in the navigation pane.
2. Click ExactTarget in navigation pane.
3. Click Map Users in the workspace.
4. Select one or more Microsoft Dynamics CRM users to map.  Use the Look for field to search for a user or the View field to filter the list of users.  Click a letter from the bottom of the screen to display users whose first name starts with that letter.
5. Click Enable ExactTarget on the toolbar to view the Map ExactTarget Users window.  Enabled ExactTarget users are marked by an asterisk.
6. Select the users to enable.
7. Click Save.

How to Create Rules for Additional Owners Roles

Follow these steps to create rules for additional owner roles:

1. In Dynamics CRM, click the Settings tab in the navigation pane.
2. Click ExactTarget on the navigation pane.
3. Click Configure CRM Dynamic Owner from the workspace.
4. Click the New Rule button from the toolbar to view the ExactTarget CRM Dynamic Owner Configuration window.
5. Complete the information in the ExactTarget CRM Dynamic Owner Configuration window. You can choose a From mapping and a default mapping in case there is no From information available through your chosen mapping.

Once the rule is created, you can create a send through ExactTarget for Microsoft Dynamics CRM and choose CRM Dynamic Owner in the From menu. Choose the rule you created in the dropdown menu next to the From dropdown menu to use it as part of the send.

How to Create ExactTarget Attributes

Use the following steps to create an ExactTarget attribute:

1. In Dynamics CRM, click the ExactTarget tab from the navigation pane.
2. Click the ExactTarget button in the toolbar menu and select Access ExactTarget to view the ExactTarget home page.
3. In the ExactTarget application, click the Subscribers tab in the navigation pane.
4. Click Profile Management in the navigation pane to view the Profile Management screen.
5. Click the Create button to view the New Attributes Properties page.
6. Complete the information on the General tab
   • Name - Enter the name for the new attribute.
   • Description - Enter description for the new attribute.
   • Display Order - Assign the display order for the new attribute.
   • Required - Check the box if a value must be supplied for this attribute in ExactTarget.
   • Hidden - Check the box to hide this attribute in the subscriber profile.
   • Read-Only - Check this box to prevent any changes to the value for this attribute.
   • Do Not Update Subscriber Values with Send Time Values - Check this box to prevent ExactTarget from changing the attributes of the subscriber record to new values at send time.
7. Complete the information in the Data tab:
   • Data Type - Check the appropriate radio button to determine whether this attribute to contain text, numbers only, or a date.
   • Default Value - Enter the default value for this attribute.
   • Minimum Length - Choose whether the attribute has no minimum value or specify the minimum amount of characters that must be entered.
   • Maximum Length - Choose whether the attribute has no maximum value or specify the maximum amount of characters that must be entered.
8. Complete the information on the Value tab. You can specify the possible values for the attribute on this tab. Click the Add button to create a possible value.
   

   CAUTION: Ensure that restricted values match in ExactTarget and your Dynamics CRM instance. Otherwise, your email will not send.

9. Click OK.