How to detect duplicate event registrations in Dynamics 365 Marketing

I received a question the other day; how to detect duplicate event registrations. My initial thought – just create a duplicate detection rule like this: The rule works fine – but only if the event registration is created in the Dynamics 365 Marketing UI. Most event registrations however originates from the website/portal hosted event registration … Continue reading How to detect duplicate event registrations in Dynamics 365 Marketing →

New Settings area in Dynamics 365 Marketing

With the latest update to the Dynamics 365 Marketing app (version 1.35.10069.1065) you'll get a redesigned Settings area. If you (like me) spent quite a while in the 'old' Settings area, you'll will need to get your bearings in the new Settings area. Entries have shifted into new positions, changed names, been collapsed into one, … Continue reading New Settings area in Dynamics 365 Marketing →

Automate webinar check-in in Dynamics 365 Marketing

The Dynamics 365 Marketing - Teams integration is very popular. Our customers love the fact they can organize webinars from Dynamics 365 Marketing, and leverage Teams as the streaming provider (1). The recommended approach is to have attendees register for the event (customer journey invitation email and registration form) and subsequently (in the same customer … Continue reading Automate webinar check-in in Dynamics 365 Marketing →

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 →

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 →

Talk to your Segment Builder

You can now use natural language sentences to build or view segments in Dynamics 365 Marketing (public preview by Oct 1, 2020). Use simple words to specify the attributes and logic for the segment you want to target so you can reach the exact audience you are looking for. For example, using natural language, you … Continue reading Talk to your Segment Builder →