Engagement Cloud for Microsoft Dynamics - Release notes

Overview

These are the Engagement Cloud for Microsoft Dynamics release notes, with the latest release at the top descending in historical order. 

Release notes

Engagement Cloud for Microsoft Dynamics released 03 February 2021

On 03 February, 2021, we released the following features and product fixes for these versions:

  • 9.2.0.0 for Microsoft Dynamics 365

Improvements and fixes

Engagement Cloud for Microsoft Dynamics released 18 November 2020

On 18 November, 2020, we released the following features and product fixes for these versions:

  • 9.1.0.2 for Microsoft Dynamics 365
  • 7.1.0.1 for 2015/2016
  • 6.1.0.1 for 2013

Improvements and fixes

  • Once you upgrade to latest solution, you can access these features:
    • We revamped the Marketing List UI, so it’s easier to navigate. 
    • You can now add up to 20 data labels for email single sends. 
    • Delete and Deactivate are now hidden in the Email Account form ribbon to avoid confusion and prevent accidental deletion of email accounts. 
    • There’s now a Members area where you can check your target audience before sending email campaigns. 
    • We’ve made it possible for you to link your Engagement Cloud email campaigns and surveys to your Microsoft Dynamics campaigns by using the Parent Campaign field. 
    • The Email Settings tab now appears as the Summary tab.
    • You can now create static or dynamic marketing lists by using the Email Marketing form.

Engagement Cloud for Microsoft Dynamics released 21 October 2020

On 21 October, 2020, we released the following features and product fixes:

Improvements and fixes

  • We've added some new Microsoft Dynamics servers and a new sync engine. If you're a Microsoft Dynamics user, you must add a new IP address to your allow list. 
    • For Europe (region 1)
      168.61.83.197
    • For North America (region 2)
      20.190.237.249
    • For Asia Pacific (region 3)
      104.210.65.149

To learn more, check out the full allow list.

  • When there are duplicate CRM contacts, email campaign sends and click report results are now always synced to the oldest linked contact, lead, or account.

Engagement Cloud for Microsoft Dynamics released 08 April 2020

On 08 April, 2020, we released the following features and product fixes:

Improvements and fixes

  • The Sync Audit table now shows failed scheduled syncs.
  • Suppression syncs no longer fail when a contact or lead’s CRM entity ID doesn’t match the ID in the CRM.
  • We discovered that Sync once a month wasn’t in our code, and if selected, was only running once a day; we deprecated this from the UI.

Engagement Cloud for Microsoft Dynamics released 12 March 2020

On 12 March, 2020, we released the following features and product fixes:

Improvements and fixes

  • We made some UI enhancements to improve the user experience.
  • We fixed a bug where users of Microsoft Dynamics 365 can now select Manage Members on Dynamic lists without experiencing problems. 
  • If you’re browsing Engagement Cloud through Microsoft Dynamics 365 with Unified Interface, it no longer loads the page twice each time you go to a new page.

Engagement Cloud for Microsoft Dynamics released 12 February 2020

On 12 February, 2020, we released the following features and product fixes:

Improvements and fixes

  • You can now access a new solution for Microsoft Dynamics 365 that supports both Classic and Unified Interface, solution number 9.0.1.0. Enhancements for Unified Interface includes:
    • Easier access, navigation and usability
    • Lighter solution for smoother upgrades
    • No modals (pop-ups)
    Learn more about our solution for Unified Interface and how you can upgrade to the latest solution.

Engagement Cloud for Microsoft Dynamics released 29 January 2020

On 29 January, 2020, we released the following features and product fixes:

Improvements and fixes

  • We've made our web behavior data sync more powerful; it no longer fails when pulling large amounts of data. 
  • You can now successfully add contacts or leads to automate programs, even when the contact or lead has never been synced to Engagement Cloud before. 
  • Surveys and forms now sync from Engagement Cloud to Microsoft Dynamics as expected. 
  • Email single sends no longer show the Send status as Sent for contacts that are suppressed; this now shows as Failed. 
  • Email campaign syncs now link campaign details to existing Microsoft Dynamics contacts and leads. 

Engagement Cloud for Microsoft Dynamics released 15 January 2020

On 15 January, 2020, we released the following features and product fixes:

Improvements and fixes

  • We fixed the problem where an error should no longer occur while deleting a contact as part of a marketing list sync.
  • WebInsight syncs are now more efficient.
  • SQL timeouts no longer cause email campaigns to not send.

Engagement Cloud for Microsoft Dynamics released 4 December 2019

On 4 December 2019, we released the following Microsoft Dynamics packages for all regions:

  • 2011 Version 5.0.0.18
  • 2013 Version 6.0.1.723
  • 2015/2016/365 Version 7.0.1.726

Improvements and fixes

  • Importing no longer affects some users' entity auditing settings.
  • We fixed a bug where installing the solution was renaming the CRM entity name for some users.
  • You'll now find a check box next to the Manual Synchronisation Only option in the Microsoft Dynamics Marketing List. This was not affecting CRM 2011 users.
  • The synchronise option now works on email suppressions run from the contact view. 
  • For all the current solutions we’ve removed the Email Campaign > Dashboard.

To learn how to upgrade, see Upgrading your Microsoft Dynamics solution.

Microsoft Dynamics connector upgrade: Solution packages available!

Engagement Cloud for Microsoft Dynamics scheduled maintenance and upgrade for 11 September 2019 includes the following new features:

  • We've built new solution packages for Microsoft Dynamics 2011, 2013, 2015, 2016 and 365. Upgrade yours now.
  • A banner in the Email settings of Microsoft Dynamics 365 now lets you know when it's time to update your solution.

Microsoft Dynamics connector upgrade: Search bar added to 'Sync Audit' tab

Engagement Cloud for Microsoft Dynamics scheduled maintenance and upgrade for 17 July 2019 includes the following new features:

  • In Microsoft Dynamics, located in 'Email Account Settings', there's a new search box in the new 'Sync Audit' tab that allows users to search among 30 days worth of data, such as type (campaign statistics, marketing lists, data labels, suppression lists, unsubscribers, CRM metadata, forms, WebInsights, contact scoring and contact opt-in) and status (completed, completed with errors, and in progress). More information about this feature can be found by clicking here.

Microsoft Dynamics connector upgrade: New sync option

Engagement Cloud for Microsoft Dynamics scheduled maintenance and upgrade for 3 July 2019 includes the following new features:

  • Users now have the option to:
    • Schedule nightly syncs from Monday to Friday, 6pm to 8am (UTC). Click here for more information.
    • Schedule once a day syncs to run at a specific time. Click here for more information.

Microsoft Dynamics connector upgrade: Ability to sync disqualified leads

Engagement Cloud for Microsoft Dynamics scheduled maintenance and upgrade for 19 June 2019 includes the following new features:

  • In Microsoft Dynamics, you can now sync closed and disqualified leads, whereas before, only open and active leads could be synced. This new feature can be used by going to Workplace > Settings > Email Accounts > Email Settings. From here, click the applicable account, go to Email Settings > Administration, untick 'Sync only open leads and active contacts', then click Save Admin Settings. You will not need to upgrade, as this feature will be automatically available to you. Click here for more information.
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