When your Dynamics 365 Marketing Real-time journey runs, the journey flow will be visualized in a Sankey diagram. The diagram is great, it lets you see which paths contacts who entered the journey follows, and how many contacts go down each path. But what if you face a situation in which you realize the flow … Continue reading Troubleshooting real-time marketing journeys
If you are looking for Guides to get you started with Dynamics 365 Marketing you might want to take a look at these two guides, by yours truly Real-time Marketing Version 1.0, published June 11, 2021 Learn to build an event-based journey with digital triggers, and AI supported messaging The Real-time marketing capabilities are currently … Continue reading Getting Started with Dynamics 365 Marketing
Today, to manage our pipeline, us sellers are expected to view a dashboard, navigate to the list of opportunities, drill down into a specific deal, and then acquire the context needed to move the deal forward. These are a lot of steps that takes us out of our workflow. Enter the Deal Manager. A new … Continue reading Make it mine – the new Deal Manager in Dynamics 365 Sales
Working with control properties on your Dynamics 365 Marketing marketing forms can be a bit cumbersome, e.g. if you want to change the font color of all textbox labels etc. Some edits aren't supported from the toolbar or toolbox, e.g. changing most formatting properties of controls like text boxes, buttons etc. Today I'm sharing a … Continue reading Touch up forms in Dynamics 365 Marketing
One of the most requested features of the event capabilities in Dynamics 365 Marketing - the ability to add an event you registered for as an appointment in your calendar using a calendar (.ics) file is expected in June 2021. The feature can be used by adding a new button to the canvas of the … Continue reading Easily add event to calendar
I have been waiting to get my hands on the upcoming real-time capabilities in Dynamics 365 Marketing, and I wanted to share my initial testing with you. For simplicity, I am testing the scenario in which a contact logs into a portal and visits a page. Lets pretend its a new page on the portal, … Continue reading First look: Real-time marketing
The email editor in Dynamics 365 Marketing has evolved from version to version, and generated a lot of feedback and ideas from our customers. Today we are previewing a fast and fluid editor with a modern look and feel, offering a completely new way of creating engaging and relevant content. The new designer offers Advanced … Continue reading First look: the new Email Designer in Dynamics 365 Marketing
Sending personalized content to customers is a great way to increase engagement. In the upcoming April Public Preview of Dynamics 365 Marketing, we are extending the personalization capabilities of Dynamics 365 Marketing. Advanced dynamic content is key to delivering highly personalized messages to customers. But the complexity of setting up dynamic content can decrease productivity. … Continue reading Author dynamic content with ease through a new point-and-click interface
A common scenario for e.g. universities is that the contacts they have in their marketing database can have more than one role. A contact can be a student, alumni, potential sponsor, or similar. The university leverages Dynamics 365 Marketing for several types of communication with their contacts, and wants to send relevant messages to the … Continue reading How to ensure your marketing emails hits the right inbox
This week at Microsoft Ignite, we are announcing a breadth of more connected and engaging experiences between Microsoft Dynamics 365 and Microsoft Teams, including exciting new strides into the already tight integration between Microsoft Teams and Dynamics 365 Marketing to help you better engage with customers for more personalized experiences Turn Teams event attendees into … Continue reading Turn Teams event attendees into loyal customers with Dynamics 365 Marketing
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