#Add a survey to powermail in databank how to#
#Add a survey to powermail in databank install#
#Add a survey to powermail in databank full#
#Add a survey to powermail in databank password#

If the user needs access to more than one template folder or MailChimp audience, please enter each folder/list on its own line. To limit which MailChimp template folders or lists a user has access to, simply navigate to the user record, change the user form to information and type in the name of the template folder and/or MailChimp audience that the user should have access to (from the CRM side) in the PowerMailChimp section. PowerMailChimp allows Administrators to restrict access to specific MailChimp template folders and MailChimp audiences per CRM user.

#Add a survey to powermail in databank password#

If you have MFA enabled, you will need to create an app password and then enter in your username and app password into the PowerMailChimp configuration page as usual If your CRM is on-premise or you have a version of Dynamics 365 online that is below 9.4, you can still authenticate using username and password.

Add your App ID, App Secret, and Tenant ID, and click on “save.”Ĭonfiguring PowerMailChimp using username and password Then, navigate to the PowerMailChimp configuration page authentication tab, and select “server-to-server” as your authentication method.

#Add a survey to powermail in databank how to#

Instead, you will be required to use ServertoServer authentication, as Microsoft turned off authentication using App password starting with this version.Ĭonfiguring PowerMailChimp using servertoserver authenticationĬheck out this blog for instructions on how to set up servertoserver authentication. If you are on version 9.4 or above of Dynamics 365, you will not be able to authenticate using username and password at all.

From November 9th onwards, PowerPack add-ons will be supporting ServertoServer authentication (recommended and supported for CRM online) along with IFD authentication (supported for on-premises). To use PowerMailChimp, one of the two below forms of authentication is required. The PowerMailChimp Service User security role should be assigned to the application user created for server-to-server authentication. This role should be assigned to anyone who wants to use PowerMailChimp via the model driven app.

#Add a survey to powermail in databank full#

The PowerMailChimp User security role will give users full access to the PowerMailChimp functionality, including sending out blasts, and anything else related to PowerMailChimp. The PowerMailChimp Hide Jump to MailChimp security role will give users full use of PowerMailChimp, but will hide the button that directs users to MailChimp.

They can create and save the blast, but not actually send it out. The PowerMailChimp Do Not Allow Send and Schedule Blast security role is meant to restrict users from being able to send a PowerMailChimp blast. PowerMailChimp Do Not Allow Send or Schedule The PowerMailChimp Read-Only user security role is meant to be assigned to any CRM user who would like to see the PowerMailChimp blasts and statistics, but won’t have access to edit/update/delete the PowerMailChimp-related entities. System Administrators will automatically be able to use PowerMailChimp and no additional security roles are required. If you are using server-to-server authentication, the PowerMailChimp user role along with a role that allows you to read/write (for example, a sales admin role) will need to be assigned to the application user that was created for authentication. Users will also need to be assigned the PowerMailChimp AppUser role to access the PowerMailChimp model driven app. Each user you want to be able to have some level of use for PowerMailChimp will need one of the security roles below. Explore: You will be able to easily explore other add-ons and find out what’s new in the HCL Microsoft Business Applications Practice worldĪfter you import PowerMailChimp, you will notice several new security roles in your Dynamics 365 system.Setup: You will have the ability to open the configuration page from within the app, and will have the user guide readily available.Get help: You will have the ability to easily open support cases, post ideas to our customer ideas forum, and browse our FAQ from within the UCI navigation.Once you open the PowerMailChimp app, you will notice the PowerMailChimp components (Marketing Lists, Organize Merge Tags, PowerMailChimp Blasts), along with the following sections:

#Add a survey to powermail in databank install#

When you install a version above 3.10.0.0, you will notice a new PowerMailChimp app in the UCI: The model driven app is included in versions 3.10.0.0 and above. You will need to use PowerMailChimp through this model driven app in order to experience proper functionality. To use PowerMailChimp in the Unified Interface (UCI), we've created a model driven app.