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
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
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
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
Dynamics 365 Marketing comes with an out-of-the-box subscription center, in which a contact can edit his/her email, and unsubscribe from bulk emails (required) Most Dynamics 365 Marketing customers will want to build their own Subscription Center with more options for their contacts, eg to support subscribing to newsletters and change level of consent (see also: … Continue reading How to add a new Subscription Center to Dynamics 365 Marketing Content Settings
To fully comply with the GDPR (and other common regulations), you must set up double opt-in in your Dynamics 365 Marketing.Double opt-in uses email messaging to ensure that all requests to change a contact's consent level or add a subscription were made on purpose by a person who can read that contact's email. The Double … Continue reading Double Opt-In in Dynamics 365 Marketing
A sales forecast is a projection of what your sales team will close at the end of a given period. When done correctly, it can play a significant role in your company’s success. Managers can track individual sales performance against quotas to proactively provide coaching. Directors can use the forecast trends to anticipate departmental sales … Continue reading Sales Territories and Territory based forecasting in Dynamics 365 Sales
Ever wondered how to add that 'View in browser' link to your emails, the link that lets the recipient open your email in her browser if it doesnt render in the email client? Here is the trick Add a section and a text placeholder to the canvasSelect the text and click the Link icon in … Continue reading How to add ‘View in browser’ link to your emails
When you build the definition of a segment in Dynamics 365 Marketing and Go Live, you will be presented with a list of contacts fullfilling the criteras of your segment definition on the Members tab of the Segment. Out of the box, the list of members includes four columns: "Full Name", "Email", "Company Phone", and … Continue reading How to configure the Members list view on Segments
Often times I’ve been asked what to do if you want to design a compelling email and send from Dynamics 365. The email editor in the Sales app is surely an option, but perhaps falls short on design options. The answer is – use the new Send Now capability in the Dynamics 365 Marketing app … Continue reading Design compelling emails and send them quickly from Dynamics 365
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