> For the complete documentation index, see [llms.txt](https://help.blings.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.blings.io/app/integrations-crm-guides/dynamics-365.md).

# Dynamics 365

> "Personalize every Customer Insights Journey with MP5 video."

**CRM Term:** *Personalization Token*

{% stepper %}
{% step %}

#### Create video

In Blings.
{% endstep %}

{% step %}

#### Connect to CRM

Select **Dynamics 365**.
{% endstep %}

{% step %}

#### Map personalization fields

`{{FirstName}}`, `{{EmailAddress}}`, etc.
{% endstep %}

{% step %}

#### Choose embed method in Blings

Either **Video Link** (URL) *or* **Visual Placeholder** (HTML snippet).
{% endstep %}

{% step %}

#### Paste into Dynamics email designer

* **Video Link:** select Button/Image → **Link URL** field → paste PURL.
* **Visual Placeholder:** drag an **HTML** block into the layout → paste snippet from Blings.
  {% endstep %}

{% step %}

#### Preview & Test

Use *Real‑time Marketing* → *Test send*.
{% endstep %}
{% endstepper %}

**Embed Options – Video Link vs Visual Placeholder**

| Method                               | Dynamics 365 Email Designer Location        | CRM Help                                                                     |
| ------------------------------------ | ------------------------------------------- | ---------------------------------------------------------------------------- |
| **Video Link (URL)**                 | Button/Image component → **Link URL** field | <https://learn.microsoft.com/dynamics365/marketing/email-design>             |
| **Visual Placeholder (HTML banner)** | Drag **HTML** content block → paste snippet | <https://learn.microsoft.com/dynamics365/marketing/email-design#code-editor> |

**Official Resources:**

* [Dynamics 365: Personalization Tokens](https://learn.microsoft.com/dynamics365/marketing/personalization)