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

Demonstrate GDPR compliance in Dynamics 365 Marketing

You can easily allow contacts to set their own consent level using a subscription center form on a marketing page. From time to time, you may be asked to demonstrate that your organization complies with the GDPR regulations. Dynamics 365 Marketing provides several tools to help you do this. Use the Settings > Advanced Settings … Continue reading Demonstrate GDPR compliance in Dynamics 365 Marketing

Learn common techniques for designing your own segments

Dynamics 365 Marketing comes with a collection of standard Segment templates designed to help get you started creating a variety of common segments. Each segment template provides an initial query structure, but you'll usually need to finish the query by supplying the values you are looking for and/or by adding new rows and groups as … Continue reading Learn common techniques for designing your own segments

How to set up a webinar in Dynamics 365 Marketing

A webinar is a live event that people can watch simultaneously online. You can set up any event in Dynamics 365 Marketing to function as a webinar. Before you can set up a webinar in Dynamics 365 Marketing, the following must be in place: You must have an account with a webinar provider (e.g. ON24)You … Continue reading How to set up a webinar in Dynamics 365 Marketing

Security Roles in Dynamics 365 Marketing

Dynamics 365 Marketing adds several security roles to your Dynamics 365 organisation, that enable you to control users' access to marketing data through a system of access levels and privileges. The combination of access levels and privileges that are included in a specific security role sets limits on each user's view of data and on … Continue reading Security Roles in Dynamics 365 Marketing

Create contacts in Dynamics 365 from LinkedIn Sales Navigator

This new feature provides the ability to create a contact record in Microsoft Dynamics 365 from a LinkedIn Sales Navigator (LISN) Lead Page or Lead List. Individual users are required to authenticate with Microsoft Dynamics 365 in order to create contacts. Users must associate a Contact record to an Account record in Microsoft Dynamics 365 … Continue reading Create contacts in Dynamics 365 from LinkedIn Sales Navigator

New in Dynamics 365 Marketing: Build powerful date segments

Maybe you will want to launch a campaign targeted at children who are born on christmas evening (December 24th). Defining a dynamic segment to filter out such contacts is now easier than ever in Dynamics 365 Marketing When you select a date attribute, e.g. Birthday (1), you will be presented with a query selector (2) … Continue reading New in Dynamics 365 Marketing: Build powerful date segments

New in Dynamics 365 Marketing: Cascading marketing form fields

With the new cascading marketing form fields i Dynamics 365 Marketing, you can design forms that surface the relationships between data attributes, for example filter and display only a subset of cities based on the pre-selected region, or filter and show only the learning classes that are available based on previous education level. To create … Continue reading New in Dynamics 365 Marketing: Cascading marketing form fields

Focus on the next best activity with your customers

The new concept of Sequences in Dynamics 365 Sales Insights help sales managers enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. A manager can connect sequences to leads and opportunities that appear in a seller's work queue, to help sellers prioritize activities to … Continue reading Focus on the next best activity with your customers

Easy logging of customer-related activities with Premium auto capture

Premium auto capture helps salespeople focus on generating revenue instead of spending their time updating Dynamics 365 Sales data and logging every customer-related activity. In addition to activity suggestions based on capturing emails and meetings, premium auto capture also provides suggestions for creating new contacts Think of a scenario in which a contact we work … Continue reading Easy logging of customer-related activities with Premium auto capture