Use AI to kickstart email creation with Content ideas in Dynamics 365 Marketing

Content ideas is a new (preview) feature in Dynamics 365 Marketing, that helps you discover new ways to express your thoughts, helping you move from email concept to completion faster. In this blog post I'll briefly explain how Content ideas works, and show you how you can start using it to kickstart your emails. The … Continue reading Use AI to kickstart email creation with Content ideas in Dynamics 365 Marketing

Dynamic lists are here

Dynamics 365 Marketing's real-time marketing features offer powerful personalization capabilities. With the newly added List capability we can send our contacts personalized mails with e.g. a list of the orders they have with us. Lists (each) statements allows us to format and display repeated content for a given table. We can add the code required … Continue reading Dynamic lists are here

Sending personalized surveys from Dynamics 365 Marketing

Dynamics 365 is designed to help you activate digital selling and personalize customer experiences. The building blocks are all built on one platform (Microsoft Dataverse) and powered by AI, which eliminates the need for connectors, and makes it easy to configure a connected and intelligent customer experience. In this blog post we will look at … Continue reading Sending personalized surveys from Dynamics 365 Marketing

How to customize the new email editor in Dynamics 365 Marketing

With the imminent deprecation of the 'old' email designer in Dynamics 365 Marketing I've had customers asking me how to preserve customizations, e.g. fields they've added to the Summary tab, after enabling the new email editor experience. Lets take a brief look at the differences when it comes to metadata between the old and the … Continue reading How to customize the new email editor in Dynamics 365 Marketing

Automate the handoff between sales and marketing

Within a customer journey in Dynamics 365 Marketing, the activity tiles enable a customer journey to generate an activity record (such as a phone call, task, or appointment), associate the activity with each contact who enters the tile, and assign each activity to a Dynamics 365 user for follow-up. Each activity tile uses an activity … Continue reading Automate the handoff between sales and marketing

Follow up with Teams webinar participants in Dynamics 365 Marketing

Many customer meetings are conducted as webinars in Microsoft Teams. To close the loop and keep communication active after your Teams webinar concludes, it's important to follow up with the attendees (or those who didn't attend after all). This is now easier than ever with the new integration between Microsoft Teams and Dynamics 365 Marketing … Continue reading Follow up with Teams webinar participants in Dynamics 365 Marketing

Licensing Dynamics 365 Marketing apps

The Dynamics 365 Licensing Guide says "Since Marketing is a tenant-based license, customers may install, use, and configure one Marketing license with only one Dynamics 365 environment" This has raised a few questions from customers and partners, and it is my impression the confusion often comes down to terminolgy. Tenant Dynamics 365 Marketing is licensed … Continue reading Licensing Dynamics 365 Marketing apps

Who can bypass the lobby

You can set up a Microsoft Teams Webinar directly from Dynamics 365 Marketing to create online presentations. The default webinar settings are configured to provide the best attendee and presenter experience. However, you can easily tweak these settings from your Dynamics 365 Marketing event. To change the default settings, set the Change meeting options switch … Continue reading Who can bypass the lobby

Troubleshooting real-time marketing journeys

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

Getting Started with Dynamics 365 Marketing

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