CMCRM White label Partner Guide

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Contains information on how to create a White Label installation of CMCRM, the integration system for Microsoft Dynamics CRM and Campaign Monitor

Contains information on how to create a White Label installation of CMCRM, the integration system for Microsoft Dynamics CRM and Campaign Monitor

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  • 1. CMCRM Version 2.0 White Label Partners guide Applications A/S All rights reserved1 Page
  • 2. ContentsWhite Label partners ............................................................................................................................................................. 3 Creating a White label version of CMCRM ................................................................................................................. 3 How it works ........................................................................................................................................................................ 3 More information on White labeling CMCRM ........................................................................................................... 3 2 Page
  • 3. White Label partnersMany Dynamics CRM and Campaign Monitor partners and agencies are using the white label features ofCampaign Monitor, to offer the email marketing services under a different name. CMCRM also supportsthe white label concept.Creating a White label version of CMCRMThe CMCRM installation files contains an xml file with the name WhiteLabel.xml. To create a white labelinstallation to your customers, open this file and change the product name “Campaign Monitor” to theproduct name you use.IMPORTANT: When we release updated versions of CMCRM, you need to edit this file again, before youdistribute the installation files to your customer.How it worksWhen CMCRM creates the extensions in the CRM System, it uses the product name in the file for thefollowing elements in Dynamics CRM: - The new tab in the Marketing List and Campaign entities is called Product name - The new buttons in the toolbar of the Marketing List and Campaign entities is called “Link with Product name” - The descriptions of all the customized attributes, uses product name in the descriptionNote: there are places where we need to refer to Campaign Monitor, that cannot be white labeled. Inthose situations we use the abbrivation “CM”.More information on White labeling CMCRMIf you want to white label the implementation guide, and other documentation, please send a request toinfo@applications.dk, and put WHITE LABEL in the subject line. We will then provide you with all thenecessary materials to complete these tasks. 3 Page