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
Many customers have asked for the ability to send attachments with Dynamics 365 Marketing. While this is on the roadmap I'd like to call your attention to recent development in the app. You now have the ability to upload documents to the asset library in Dynamics 365 Marketing real time, and with the February release … Continue reading Upload documents and send download link in Dynamics 365 Marketing
Creating personalization (adding dynamic fields to emails) in real time marketing requires some understanding of the Dataverse data model. You will need to know a little about tables (entities) and relationships to target the right personalization field. To help marketers easily add common personalization fields to an email, we have added a new feature: Pre-defined … Continue reading First look: Personalize content using pre-defined tokens (Preview)
Over the years its been a common push back from sellers, that they found it hard to see why they should bother key in a bunch of data to the CRM app, and really 'get nothing back'. They saw it as monitoring tool more than anything else. With the giant strides AI has taken, things … Continue reading Introduction to Dynamics 365 Sales Insights
The re-introduction of the Quota Limits page in Dynamics 365 Marketing has spurred a little confusion. Especially the phrase "Other orgs". I think the confusion mainly comes down to terminology. How to understand the word "org" (organization) and a "tenant". Our friends at the Azure side of the house works with this definition: "A tenant … Continue reading Understanding the new Quota Limits dashboard
Enabling in-context real-time collaboration can help you speed up so many processes, e.g., approval of the images used on a marketing page in Dynamics 365. Currently there is no configuration options for Embedded Team Chat in Dynamics 365 Marketing. The configuration of Teams Chat takes places in the Sales Hub's App Settings. Once your admin … Continue reading Enabling Teams Chat for your Dynamics 365 Marketing records
Content ideas is a new (preview) feature in Dynamics 365 Marketing, that helps you discover new ways to express your thoughts, helping you move from email concept to completion faster. In this blog post I'll briefly explain how Content ideas works, and show you how you can start using it to kickstart your emails. The … Continue reading Use AI to kickstart email creation with Content ideas in Dynamics 365 Marketing
Dynamics 365 Marketing's real-time marketing features offer powerful personalization capabilities. With the newly added List capability we can send our contacts personalized mails with e.g. a list of the orders they have with us. Lists (each) statements allows us to format and display repeated content for a given table. We can add the code required … Continue reading Dynamic lists are here
Dynamics 365 is designed to help you activate digital selling and personalize customer experiences. The building blocks are all built on one platform (Microsoft Dataverse) and powered by AI, which eliminates the need for connectors, and makes it easy to configure a connected and intelligent customer experience. In this blog post we will look at … Continue reading Sending personalized surveys from Dynamics 365 Marketing
With the imminent deprecation of the 'old' email designer in Dynamics 365 Marketing I've had customers asking me how to preserve customizations, e.g. fields they've added to the Summary tab, after enabling the new email editor experience. Lets take a brief look at the differences when it comes to metadata between the old and the … Continue reading How to customize the new email editor in Dynamics 365 Marketing
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