As a system admin in Microsoft Dynamics 365, you can add the MailBlue Marketing Activities component to your lead and contact forms in Microsoft Dynamics 365. This lets your team see the latest engagement activity for leads and contacts in MailBlue.
Take note: You must be an admin in Microsoft Dynamics 365 to make these changes. If any customizations are made using MailBlue components in Microsoft Dynamics 365, you must delete them from the environment before you can remove the MailBlue solution. This will not affect future updates to the solution from MailBlue.
How do I create a custom form in Microsoft Dynamics 365?
Go to make.powerapps.com and log in with your Microsoft Dynamics 365 credentials.
Select the environment you want to work with.
Next, add a new solution for MailBlue customizations. To do this, click 'Solutions' on the left sidebar.
Click 'New Solution'.
A modal sidebar will appear. Type information into each required field.
Click the 'Create' button at the bottom of the sidebar.
How do I add a table to the custom form?
At the top of the next screen, click 'Add Existing'.
Click 'Table' in the dropdown.
A 'Selected tables' window will open. Click 'Select components' for either the 'Contact' or 'Lead' table.
Next, click 'Forms' at the top of the modal, then click the form you want to add the customization to.
The selected table or tables will be added to the solution and are ready to be customized.
How do I customize the table?
Click the table you want to add the customization to.
Click the form you want to add to the table.
The Form Editor will open. Click 'Switch to Classic'.
The Classic Editor will open. Click the parent section you want to add this to. In this example, choose the 'Summary' section.
Click the 'Insert' tab at the top of the screen.
A list of options will appear. Click 'Section', then click 'One Column'.
An empty section will appear at the bottom of the selected parent section. Drag the empty section to where you want it to appear on the form.
Optional: set the properties for the section or leave them as they are. When finished, click 'OK' to close the Section Properties editor.
Click the 'Insert' tab again at the top of the screen.
How do I set the properties for 'Web Resources'?
Click the 'Add Web Resources' button. The 'Add Web Resources' window will open.
Use the information below to complete the fields in the window:
Web resource =
ac_assets/recentActivities.htmlName =
WebResource_ RecentActivitiesLabel = MailBlue Recent Activities
'Display label on the Form' checkbox = tick the box
'Visible by default' checkbox = tick the box
Click the 'OK' button.
Click 'Save'. The screen will refresh.
How do I publish the custom form?
To publish the custom form, click 'Publish'.
Once the customizations are live, go to Microsoft Dynamics 365 and confirm that the recent activities section has been added to your form.
Frequently asked questions
Do you need to be an admin in Microsoft Dynamics 365 to make these changes?
Do you need to be an admin in Microsoft Dynamics 365 to make these changes?
Yes. You must be an admin in Microsoft Dynamics 365 to add MailBlue components to a custom form.
What should you do before removing the MailBlue solution?
What should you do before removing the MailBlue solution?
If any customizations are made using MailBlue components in Microsoft Dynamics 365, delete them from the environment before removing the MailBlue solution.
Will this affect future updates to the solution?
Will this affect future updates to the solution?
No. Removing these customizations from the environment will not affect future updates to the solution from MailBlue.
What can your team see after adding the component?
What can your team see after adding the component?
Your team can see the latest engagement activity for leads and contacts in MailBlue on the Microsoft Dynamics 365 form.