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How do I add a dynamic hyperlink to an image in a CRM mail Merge?

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We have a mail merge template that is being used by a number of our sales reps. The sales reps each have a unique URL they use to send out to potential customers. Their unique URL is saved on their User record in MSCRM. We want to send out marketing pieces to prospects but we need the ability to dynamically add the user's hyperlink to an image on the mail merge (ex: an image saying "Click here") and cannot find a way to do this. Is this possible?

Wednesday, April 15, 2015 3:46 PM

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Hi,

This is not possible using OOTB CRM Marketing mail merge features for CRM 2013. However you can use 3rd party tools like Click Dimension for this Alternatively with MDM you are now able to use more advanced design features including what you are trying to achieve.

http://www.microsoft.com/en-us/dynamics/marketing-customer-center/create-or-view-templates-for-email-marketing-messages.aspx

http://www.microsoft.com/en-us/dynamics/marketing-customer-center/design-message-content-using-the-graphical-editor.aspx

Hope this helps.

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Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/

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Thursday, April 16, 2015 11:04 AM