Microsoft Viva Sales is a seller experience application that uses Outlook (and Teams) to automatically capture, access, and register data into Dynamics 365 CE (and Salesforce). It eliminates manual data entry and gives sellers more time to focus on selling. By enriching the data set with customer engagement data from Outlook and the power of … Continue reading Making Viva Sales yours
Many a time I have been asked about lead scoring in Dynamics 365 Marketing. Sellers thrive off of good leads, and marketers will want to hand over quality leads. Since the launch of the Dynamics 365 Marketing app you could create manual lead scoring models. Thats all good if you don’t need a model that … Continue reading Using Predictive Lead Scoring in Dynamics 365 Marketing
Imagine this: you have thousands of leads, and only so many sellers. A seller can only work through a set number of leads. Your sellers might not get through all of the leads on their list. You risk wasting time on the low quality leads, and never get to the high quality leads. If sales … Continue reading A closer look at predictive lead scoring in Dynamics 365 Sales Insights
The new real-time marketing form editor allows you to easily and quickly create forms using the same concepts as with the email editor. You can add layout section types to the canvas, and drag and drop elements onto the layout. One of the elements in the toolbox is Consent (1) This is handy since Real-time … Continue reading Easily capture consent with the new Dynamics 365 Marketing Real-time Forms
In the latest release of Dynamics 365 Sales, we are taking further steps to empowering sellers, by allowing them to build their own sales sequences. Before now, sales managers enforced best practices by defining a set of consecutive activities for their sellers to follow throughout their workday. Managers could connect these sequences to leads and … Continue reading Boost your productivity with personal sequences in Dynamics 365 Sales
If you own several brands, you often want your email communication to be brand specific - also to the point where sender and social links (e.g., to the brand specific Twitter or YouTube account) are automatically added to the emails. The July release of Dynamics 365 Marketing lets you create a profile for each brand. … Continue reading Brand Profiles in Dynamics 365 Marketing
To improve marketing return on investment, it's important to target the right audience. We can now build segments directly within the real-time marketing area of Dynamics 365 Marketing using the powerful, easy-to-use logic builder that doesn’t require specialized knowledge of complex data structures and logical operators. We can even preview the estimated segment size and … Continue reading New powerful, easy-to-use segment builder in Dynamics 365 Marketing
With this release, the reimagined email editor is further enhanced with precise drag-and-drop interactions, easy selection of elements, columns, or sections, and in-context menu for faster content creation, so you can create pixel-perfect emails in minutes To apply the April release simply update to the latest version, and then navigate to Feature switches (1) and … Continue reading The April Release is Here
Personalizing emails to your contacts can make a difference. Personalization in Dynamics 365 Marketing Outbound is done with field expressions. You can have, at most, two hops (periods) in your field expressions - meaning you can traverse the data model only so far (e.g. from contact to account to account name - but not from … Continue reading Content personalization in Dynamics 365 Marketing real-time
Personalization is more important than ever. Your audience expects you to be personal and relevant. I recently received a question about how we can create dynamic email signatures (or salutations) that not only includes dynamic texts, but also dynamic image(s) - e.g. a picture of the "sender", e.g. the recipients account manager. With the new … Continue reading Personalized signatures in Dynamics 365 Marketing
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