Dynamics 365

"Personalize every Customer Insights Journey with MP5 video."

CRM Term: Personalization Token

1

Create video

In Blings.

2

Connect to CRM

Select Dynamics 365.

3

Map personalization fields

{{FirstName}}, {{EmailAddress}}, etc.

4

Choose embed method in Blings

Either Video Link (URL) or Visual Placeholder (HTML snippet).

5

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.

6

Preview & Test

Use Real‑time MarketingTest send.

Embed Options – Video Link vs Visual Placeholder

Method
Dynamics 365 Email Designer Location
CRM Help

Video Link (URL)

Button/Image component → Link URL field

Visual Placeholder (HTML banner)

Drag HTML content block → paste snippet

Official Resources:

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