# 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)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.blings.io/integrations-crm-guides/dynamics-365.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
