Introduction
This option allows content created on Factorly to be exported in the correct format so that it can be used quickly on Microsoft Dynamics.
The content can be exported by clicking on the 3 dots at the bottom right and then download.
This makes the Microsoft Dynamics option accessible.
Converting simple customization to Microsoft Dynamics format
Factorly automatically detects customisation fields. What remains is to add the notation used for Microsoft Dynamics relationship names, which is current : contact
For more information on Microsoft Dynamics, you can consult the official documentation from Microsoft Dynamics
To customize content to the recipient:
- Factorly
{{MM: FIRSTNAME}}
- Microsoft Dynamics
contact.firstname
Customization fields detected by Factorly in the content are replaced with the value populated during upload.
Converting dynamic customization to Microsoft Dynamics format
This option allows you to put conditions in the content.
- Factorly
You can insert custom fields in different content and in different forms. Learn more in the dedicated article
Your content can be adapted according to the value of the customisation field. The conditions are defined from the content column editing options.
- Microsoft Dynamics
Microsoft dynamics writes dynamic personalisation within {{if}} and {{else if}} tags within HTML. More detail
The customization is detected by Factorly in the content and is replaced by the value filled in during upload.
The set of dynamic customizations generated by Factorly for Microsoft Dynamics are by default for text fields.
It is necessary to modify this customization in Microsoft Dynamics if some fields are numbers in Microsoft Dynamics base.
Converting the unsubscribe link to Microsoft Dynamics format
This option allows you to put an unsubscribe link.
- Factorly
An id is added to the Id tag.
id="desabo"
- Microsoft Dynamics
{{msdyncrm_contentsettings.msdyncrm_subscriptioncenter}}
Links are automatically detected when downloaded by Factorly and replaced.
Convert mirror link to Microsoft Dynamics format
This option allows you to set a mirror link.
- Factorly
An id is added to the Id tag.
id="mirror"
- Microsoft Dynamics
{{Message.ViewAsWebpageURL}}
Links are automatically detected when downloaded by Factorly and replaced.
Converting the meta tag to Microsoft Dynamics format
These tags are mandatory for Microsoft Dynamics to take the content into account.
- Factorly
- Microsoft Dynamics
<meta type="xrm/designer/setting" name="type" value="marketing-designer-content-editor-document"/>
<meta name="referrer" content="never">
These tags are added automatically when uploaded by Factorly.
Converting the sender's postal addressto Microsoft Dynamics format
This customization is mandatory for Microsoft Dynamics. This tag must be added in the Factorly content.
- Factorly
It is necessary to add it to the desired location in the HTML from Factorly.
- Microsoft Dynamics
{{msdyncrm_contentsettings.msdyncrm_addressmain}}
Conclusion
The interoperability between Factorly and Microsoft Dynamics means that the content created, even customised content, can be exported for extended use.