At Microsoft Ignite this week we shared exiting news about Dynamics 365 Marketing. Among the many announcements is the upcoming ability to move from segment-based marketing to real-time interactions, from segment-based marketing campaigns to moments-based interactions, creating a personalized, holistic customer journey for each individual. We will enable you to target a segment of one. … Continue reading Next level with Dynamics 365 Marketing
Commercial and Transactional Messages Most of the messages you send using Dynamics 365 Marketing will probably be commercial messages, which are bulk messages sent to many recipients and once. However, you can also use the solution to send transactional messages. Transactional messages must relate exclusively to a specific transaction between your organization and another individual … Continue reading Legal designation and Bulk Email
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
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
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
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
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
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”
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
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
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