If you (like I) opted in for the Early Access to the April Release you can already now take a peak into some of the upcoming features, eg "Email reaction time" - a new feature to display how quickly a contact reacts to messages arriving at different times. Simply navigate to a contact who recieved … Continue reading Email Reaction Time in Dynamics 365 for Marketing – First Look
Social Posting from Dynamics 365 for Marketing – First Look
Social posting With the upcoming April 2019 release of Dynamics 365 for Marketing you can create social content for multiple channels and schedule social posts to hit the web in sync with your overall campaign. This lets you synchronize audience communication across channels using a single platform. Social posting is enabled by a new outbound … Continue reading Social Posting from Dynamics 365 for Marketing – First Look
How to Spot Negative Comments in NPS Surveys
Dynamics 365 Voice of the Customer (VoC) lets you create and send out surveys, so that you can get valuable feedback about your products or services. Using the Net Promotor Score (NPS) question type in VoC you can capture a respondents satisfaction based on the likelihood that he or she will recommend the product or … Continue reading How to Spot Negative Comments in NPS Surveys
The Brand New Org Chart in Dynamics 365
The brand new Org Chart in Dynamics 365 lets you maintain external organization charts for your accounts. You can build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. The org chart leverages a hierarchical relationship between an accounts contacts (you will need to set … Continue reading The Brand New Org Chart in Dynamics 365
How to Build a Segment of Repeat Website Visitors in Dynamics 365 for Marketing
Dynamics 365 for Marketing is a rich app to support your marketing automation purposes. You can build customer journeys, segments, emails, landing pages, events and more. See these blog posts for more. Dynamics 365 can also collect information about how your website(s) is used by its individual visitors. To enable the feature, Dynamics 365 generates … Continue reading How to Build a Segment of Repeat Website Visitors in Dynamics 365 for Marketing
Be Prepared with the New Playbooks in Dynamics 365 for Sales
Playbooks Dynamics 365 for Sales is introducing Playbooks, a new capability to help you automate repeatable sales activities and respond to external events. In the age of the customer, buyers have the upper hand in the relationship with sellers. With nearly limitless access to information, they can dictate their own customer journeys, rather than follow … Continue reading Be Prepared with the New Playbooks in Dynamics 365 for Sales
Make the most of the new Dynamics 365 App for Outlook
Everybody loves Outlook. Most of our daily communication and planning takes place in Outlook. Some argue that Outlook is the first thing you open when the day begins, and the last thing you close when the day ends. Many of us also work with business relations (customers, prospects, contacts, accounts, etc) on a daily basis. … Continue reading Make the most of the new Dynamics 365 App for Outlook
Avoid Messaging Overload with the New Marketing Calendar
As you create and go live with more and more customer journeys in Dynamics 365 for Marketing the risc of recipients being overloaded with messages increases. To help you spot and avoid overloaded time frames we've added a new marketing calendar to Dynamics 365 for Marketing. To see all your customer journeys in a calender … Continue reading Avoid Messaging Overload with the New Marketing Calendar
Reusable Content Blocks – First Look
Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the upcoming October '18 release, one of the new capabilities is Reusable Content Blocks. With Reusable Content Blocks in Dynamics 365 for Marketing you can define and store reusable … Continue reading Reusable Content Blocks – First Look
How to Add Users to a Dynamics 365 for Marketing Trial
A lot of customers are evaluating Dynamics 365 for Marketing in our free trial offering. The free trial of Dynamics 365 for Marketing trial is set up with one user (the admin). To add more users to the trial please follow along in the below walk-through. As an admin of my trial I navigate to … Continue reading How to Add Users to a Dynamics 365 for Marketing Trial
