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New implementation issues

  • 1.  New implementation issues

    Posted Apr 14, 2020 09:30 AM
    Hi, I'm pleased to join this user group; my company has just gone live with our brand new D365 CRM and Marketing system.

    I hope the community can share their experience in answer to my question: I have noticed that when I edit a Marketing Page it takes a long time - days! - for the page to go live after saving, with the status remaining as Going Live.  How long does it typically take for a marketing page to go live?

    If you're able to help, thank you, it's much appreciated.

    #Marketing
    #Beginner​​​
    #CustomerEngagement

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    Carmela Pisapia
    paygate
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  • 2.  RE: New implementation issues

    Posted Apr 16, 2020 10:34 AM
    Hello Carmela

    Welcome to the community :)

    We've been using the marketing app since June 2018 so more than happy to help with any questions you may have.

    Recommend logging a support ticket with Microsoft - when you publish a marketing page (or any of the other elements in the app), the status should change to "Live" almost immediately.

    Regards

    Deborah

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    Deborah Pitt
    The Pensions Regulator
    Brighton
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  • 3.  RE: New implementation issues

    Posted Apr 16, 2020 06:23 PM
    Thank you Deborah, much appreciated.

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    Carmela Pisapia
    paygate
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  • 4.  RE: New implementation issues

    Posted Apr 16, 2020 03:49 PM
    Hi Carmela,
    Congratulations on going live. ⭐
     Re- marketing forms, it shouldn't take longer than a few seconds. The behaviour you are describing is unusual. Raise a ticket and speak to Microsoft about it.
    Thanks,
    -DD


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    Dilyana Radulova
    Incremental Group
    Glasgow
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  • 5.  RE: New implementation issues

    Posted Apr 16, 2020 06:26 PM
    Thanks for your reply Dilyana...I expect I'll be posting a few more questions over the coming weeks!

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    Carmela Pisapia
    paygate
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  • 6.  RE: New implementation issues

    Posted Apr 27, 2020 10:09 AM
    Edited by Paul McQuillan Apr 27, 2020 10:49 AM
    Hi Carmela, we've seen the same issue with one of our D4M clients.

    For us, this was caused by the Portal functionality for Dynamics 365 Marketing not been setup and so not having the ability for the Marketing Form to be published to the Portal - and so sticking at Going Live forever.

    To resolve, we needed to setup the way we used Dynamics 365 Marketing to publish out to CRM Portals and then the Marketing Form would go live correctly.

    Could be different as when working with MS for a few clients, this can come from a few root causes, but behind the scenes is down to where D4M is trying to publish the definition of the Form externally (in this case, to the Portal) and not being able to receive the expected response back - so hanging as 'Publishing' effectively forever.

    If still giving issues, drop me a prod on here and might be able to help based on our experience of this one.


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    Paul McQuillan
    CRMCS
    Manchester
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  • 7.  RE: New implementation issues

    Posted Apr 27, 2020 11:41 AM
    Hi Paul, thanks for your reply and for your info.  We've got Marketing pages without forms on them that are also stuck in the Go Live status - does that still indicate that it might be a portal-related issue do you think?

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    Carmela Pisapia
    paygate
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  • 8.  RE: New implementation issues

    Posted Apr 27, 2020 11:56 AM
    Aye I think so.

    Working with Marketing Pages and Forms - we have two options.

    The first is that when we click Go Live, Dynamics 365 Marketing attempts to publish the Page or Form up to your Dynamics 365 Portal - but if the Portal has not been activated or is on-hold then we saw this result in Forms and Pages getting stuck at the Publishing Stage.  When we activated the Portal for the customer, these then started publishing up to the Portal -  this then provides the Independent Portal (https://mycrmportal.microsoftcrmportals.com/) for hosting the Marketing Page and Form – which our client could link into their Websites via iFrame or keep as individual sites.

    Alternatively the Marketing Page and Form can be directly embedded without the use of Portal by using the Form Page area of Dynamics 365 Marketing – Ciaran's article and example on this area is excellent to show how this differs from the separate Portal approach.  This avoids the Marketing Form or Page from going live, as condenses the Form into a block of scripting that can connect the non-Microsoft Portals Site to Dynamics 365 Marketing instead.

    So if looking to use these with the Dynamics 365 Marketing Portal - can walk through the steps to check the Portal Status and activate.

    If looking to embed in a separate website - the Form Page section is the one to use here and effectively side step the problem.

    For our client, we opted for option (1) with the Portal as sets everything fully up - but depends on how we want to integrate the website with D4M.



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    Paul McQuillan
    CRMCS
    Manchester
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  • 9.  RE: New implementation issues

    Posted Apr 28, 2020 09:09 AM
    Thanks again Paul, this is very helpful.  I'll let you know how we get on!

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    Carmela Pisapia
    paygate
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