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 Marketing → Test 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	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