Tap into the interaction data generated by Dynamics 365 Marketing

One of the many strong points of Dynamics 365 Marketing is the separation of the Dynamics 365 environment and the Marketing services (see "Elements in a Marketing environment") This separation has a lot of advantages - including performance. However, the data in the Marketing services aren't directly accessible to users So what if you will … Continue reading Tap into the interaction data generated by Dynamics 365 Marketing

Social Posting with the December 2020 update of Dynamics 365 Marketing

Dynamics 365 Marketing keeps taking strides into social posting . You can schedule and post messages directly to your organization's accounts on social media sites. Dynamics 365 Marketing's powerful social post designer allows you to create rich content to engage your audience. Use the Social posts settings to author and schedule your posts. Previews and … Continue reading Social Posting with the December 2020 update of Dynamics 365 Marketing

Free “Dynamics 365 Marketing Getting Started Guide”

Wan't to get started with Dynamics 365 Marketing? Now is your chance! Get the 100+ pages "Dynamics 365 Marketing Getting Started Guide". Eight step-by-step heavily illustrated labs you can try out in your own environment, or a trial environment. Lots of tips and references to helpful documentation. It is my hope that you will find … Continue reading Free “Dynamics 365 Marketing Getting Started Guide”

Understanding Teams Live Events in Dynamics 365 Marketing

As a marketer you may want to engage your audience via webinars. You are looking at the Live Events capabilities of Microsoft Teams, and the event capabilities of Dynamics 365 Marketing. With Dynamics 365 Marketing you can set up an event (webinar)invite participants facilitate registrationskeep track of registrantssend registrants a check-in link (to webinar) and … Continue reading Understanding Teams Live Events in Dynamics 365 Marketing

Easily find similar customers to include in segments

Dynamics 365 Customer Insights is the powerful, real-time customer data platform from Microsoft. In many ways Dynamics 365 Customer Insights is the key to unlock hidden value in any organizations data and opens a plethora of use cases. Table stakes in any marketing effort is a well defined segment. Often times you define the criteria … Continue reading Easily find similar customers to include in segments

Segment Filter button to the rescue

So you want to build a segment of contacts in Dynamics 365 Marketing, who received your invitation email within the last week. You tried the template "Received an email" but apparently it allowed only for absolute dates. You are looking for a date span relative to 'now'. The Show/hide interaction filters button to the rescue. … Continue reading Segment Filter button to the rescue

Dynamics 365 Marketing loves Teams

Teams event functionality is now incorporated directly into Dynamics 365 Marketing, allowing you to host Teams live events for webinars and Teams meetings for interactive online meetings. Creating Teams event in Dynamics 365 Marketing is really easy - just select Events in the left navigation pane of the Marketing app. Then select +New in the … Continue reading Dynamics 365 Marketing loves Teams

Understanding the elements in a Marketing environment

Dynamics 365 Marketing is composed of several components that you must be aware of to understand how the environment-management operations work when your Dynamics 365 Marketing app is installed and maintained. These components include the following elements: Dynamics 365 environment The environment provides the basic platform for the Marketing app (and other apps, e.g. Sales) … Continue reading Understanding the elements in a Marketing environment

First Look: Completely redesigned customer journey canvas

Creating sophisticated, multistep campaigns can feel intimidating and time-consuming. With the September 2020 release of Dynamics 365 Marketing, the customer journey canvas has been completely redesigned. An enhanced UI, improved preview capabilities, a new view of journey insights, and more options to adjust the canvas view result in a more intuitive and efficient user experience. … Continue reading First Look: Completely redesigned customer journey canvas