3/13/2023 0 Comments Preference manager for windows![]() What does Preference Manager solution add to my Dynamics? Here you can learn how to find out your CRM version. Preference Manager supports version 6.1 and above. What version of Microsoft Dynamics is Preference Manager compatible with? Preference Manager is deployed as a standalone web page under a custom subdomain. How many pages are in Preference Manager? Lengthy forms increase the number of drop-outs. We recommend keeping the sign-up process as short and simple as process. We would advise that this list not be too long as you will need to have these fields display on your Concep marketing contact page which would have to reflect all possible topics. You can have as many preferences as you think will cover the practice areas within your firm. How many preferences can I include in my Preference Manager? Setup a user in your Microsoft Dynamics CRM to be used for Preference Manager and apply the security role provided by Concep (if your CRM is already integrated to Concep Send then you will only need to apply the security role).Import Concep solution into your Microsoft Dynamics CRM.Complete the content spreadsheet which lays out the contact information you want to collect, the messaging you want to include, and the preferences (marketing lists) you would like to display. ![]() How much work is required from my team to implement Preference Manager? Code and deploy the Preference Manager pages.Design the Preference Manager pages and emails.Complete the content spreadsheet which lays out the contact information you want to collect, the messaging you want to include, and the preferences you would like to display.What steps are included in setting up an instance of Preference Manager? How long does the Preference Manager implementation process take?Ī typical implementation can take anywhere from 2 to 4 weeks from start to finish, dependent on when prerequisites are provided to Concep.
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