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July 01, 2026

Time-saving design tips in Customer Insights - Journeys
Are you aware that you can create engaging content for your audience in fast, repeatable steps? Brand profile themes, templates, and content blocks are great features that help you avoid rebuilding designs for content you’ll reuse. In this blog, we will cover many tips and tricks for these features to keep your design moving for your audience.
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Abstract design with multiple colors including red, blue, yellow and green.

April 30, 2026

Where have my segments gone?
If you’re reading this blog, you’ve likely run into this situation: You’re building a marketing journey with a specific segment in mind. You’ve used the segment before, so there’s no need to rebuild it—except now, you can’t find it. And if you didn’t deactivate it, then where did it go? In this blog, we’ll walk through what happened to your segments, where to find them, how to reactivate them, and why these changes were made.
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It’s a new year: Make the most of a fresh start in Dynamics 365 Customer Insights – Journeys

January 05, 2026

It’s a new year: Make the most of a fresh start in Dynamics 365 Customer Insights – Journeys
The start of a new year is always a great time to home in on your goals and to-do list. If your New Year’s Resolution is to make data-informed decisions that steer your marketing strategy, then decluttering your marketing application to achieve clean data and clearer KPIs is a good place to start. If you’re using Dynamics 365 Customer Insights – Journeys, we’ve put together this new year’s guide to help you dive in with best practices and to revisit features and tools to help you make the mo...
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2025 Release Wave 2: Features coming to Dynamics 365 Customer Insights-Journeys

October 14, 2025

2025 Release Wave 2: Features coming to Dynamics 365 Customer Insights-Journeys
It’s happening again! Dynamics 365 Release Wave 2 is coming, starting this October. If you don’t already know, Microsoft Release Waves are the announcements and rollouts of new features! These new features will be coming to Customer Insights Journeys.
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Jump into Analytics in Dynamics 365 Customer Insights - Journeys

October 02, 2025

Jump into Analytics in Dynamics 365 Customer Insights - Journeys
In this blog, we will go over the analytics available by default in the app, including the cross-journey and cross-channel analytics dashboards and other areas where insights are stored, and we’ll discuss how you might use these tools to take your marketing to the next level.
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Creating Real-Time Segments in Dynamics 365 Customer Insights-Journeys

September 19, 2025

Creating Real-Time Segments in Dynamics 365 Customer Insights-Journeys
A segment is a way to group leads, customers, or a targeted audience into a structured grouping based on key characteristics and attributes. This makes it easier to target specific groups of people with a more strategic and personalized type of marketing across campaigns and channels.
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How to avoid marketing emails being marked spam

August 22, 2025

How to avoid marketing emails being marked spam
Email has proven to be one of the most effective ways to reach and engage with current and potential customers—as long as they receive it, of course. So, how do you avoid sending your marketing emails to spam? First, you need to understand what spam is. Once that is clear, you can consider key factors when trying to avoid sending spam emails.
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9 email marketing tips to enhance engagement in Dynamics 365 Customer Insights - Journeys

June 24, 2025

9 email marketing tips to enhance engagement in Dynamics 365 Customer Insights - Journeys
In Dynamics 365 Customer Insights – Journeys, users can access powerful tools that facilitate targeted and timely communications. But these tools are only a portion of the equation. To inspire engagement amongst your customers, it is essential to implement some strategies in your marketing efforts to make them stand out in inboxes that are full of other things vying for their attention. We have compiled a list of email marketing strategies to help your content stand out and boost customer en...
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It’s crunch time! Here’s what you MUST do before Outbound is removed

June 19, 2025

It’s crunch time! Here’s what you MUST do before Outbound is removed
If you’re a marketer using Dynamics 365 Customer Insights – Journeys, you’re no doubt aware that Microsoft is removing the Outbound marketing module on June 30th, 2025. With just over a week to prepare, we’re here with some tips to help anyone who hasn’t started preparing for the transition yet. Remember, your transition must be completed before June 30th to prevent any disruptions to your marketing activities. If you’re reading this now, you’re probably in a hurry to prepare for the transiti...
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Product overview: Dynamics 365 Customer Insights - Journeys

March 14, 2025

Product overview: Dynamics 365 Customer Insights - Journeys
Microsoft Dynamics 365 Customer Insights - Journeys is a top-tier choice when it comes to marketing applications. In this app, each step of the customer journey is optimized, allowing you to enhance your customer interactions, utilize multi-channel capabilities, and lean on automated lead scoring models to weed out leads with minimal interest. But that’s just the beginning of what Customer Insights - Journeys has to offer.
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March 11, 2025

What marketing features are built into Dynamics 365 Sales?
In the competitive business landscape of 2025, effective marketing is critical for building quality relationships with your customers and, therefore, driving sales. Microsoft Dynamics 365 Sales offers a package of in-app marketing features to assist with customer engagement, lead generation, and increasing sales.
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Timeline: Move from Outbound to Real-time

January 21, 2025

Timeline: Move from Outbound to Real-time
While every business will approach the move from Outbound to Real-time in Dynamics 365 Customer Insights—Journeys a little differently, we've compiled two example timelines to help you conceptualize what key tasks we recommend completing during each phase of either a gradual or rapid transition.
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Checklist: Move from Outbound to Real-time Marketing

November 25, 2024

Checklist: Move from Outbound to Real-time Marketing
This checklist can help to organize and plans for the transition. It includes required initial configuration, migrating content, and considerations for the new functionality available in Real-time.
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Someone writing a checklist in their notebook

November 25, 2024

Your checklist for moving to Real-time Journeys
As you’re likely aware, Microsoft will be removing the Outbound Marketing Module from Dynamics 365 Customer Insights - Journeys app on June 30th, 2025. To prevent the interruption of your marketing efforts, you’ll want to work on getting your organization transitioned over to the Real-Time Journeys module within the next few months. This checklist can help to organize your thoughts and plan for the transition. There’s a simplified version with just the checklist items at the bottom. 
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How to build a successful content strategy

September 26, 2024

How to build a successful content strategy
Depending on your business, you may choose to create a content strategy, which can be a completely separate document or can be housed inside this bigger marketing strategy. But what should you include in an effective content strategy, and how should you approach building one?Check out this infographic that talks about exactly those questions and includes a few additional resources to delve into further questions you may have. View this infographic online and download it to reference in future...
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August 01, 2024

Importing existing Outbound emails into Real-Time in Dynamics 365 Customer Insights-Journeys
Creating marketing emails is a core part of any digital strategy, and a marketing platform like Dynamics 365 Customer Insights—Journeys (formerly known as “Marketing”) makes real-time email campaign creation and management a breeze. If you’re a current Outbound Marketing customer, you may be wondering what the transition to Real-Time means for you and the things that you currently do in the Outbound area of the application. Namely, all the time and energy you’ve spent building and sending mar...
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Blurred yellow lights in the distance

April 01, 2024

What is “Forward to a friend” and why does it matter in my marketing emails?
As a marketer, your analytics count. When it comes to sending emails, did you know that you might not be getting all your campaign insights, particularly when your email is sent along to other people outside your initial audience? But not to worry. It's easy to set up and use a "Forward to a friend" link to make sure you're capturing those analytics. Plus, you can make sure your new recipients have the same excellent inbox experience with your marketing efforts as your original audience.
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February 28, 2024

One-Click Unsubscribes in Dynamics 365 Customer Insights – Journeys
Both Gmail and Yahoo have recently implemented measures to ensure that bulk email senders provide an easy, visible one-click option to unsubscribe within all promotional emails. For businesses using Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing), ensuring compliance is super simple. In addition to the normal subscription center links with which you are probably familiar, Microsoft has added a new one-click unsubscribe feature.
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A brown and bonze door with the letter A & B on it

November 28, 2023

A/B Testing in Dynamics 365 Real-Time Marketing
If you’ve done any A/B testing in the Outbound Marketing module, you’ll know that the system is primarily based around setting the tests up at the email-level since that is the primary focus of Outbound Marketing. Real-Time Marketing has a couple additional channel options, such as texting, outside of just sending emails. As such, it pulls the A/B testing back to the Journey-level. Rather than setting up an A/B test on an email and then adding the element to the customer journey, we instead w...
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November 01, 2023

Managing contact consent in Dynamics 365 Real-time Marketing
Depending on where you’re located and where your clients or contacts are located, there are data protection laws you must adhere to. You may have heard of GDPR (or General Data Protection Regulation) that went into effect in 2018 within the EU. Other data protection laws include CAN-SPAM for email marketing in the US, and CASL in Canada. The details of these regulations are readily available online, so if you haven’t already, be sure to familiarize yourself and your marketing team with the la...
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September 01, 2023

Dynamics 365 Marketing will merge with Customer Insights – Here’s what you need to know
Microsoft has announced that on September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will be combined into a single product offering called Dynamics 365 Customer Insights. The new unified application will help users continue to deliver excellent customer experiences and harness customer data in ways that further brand loyalty and growth. Although this sounds like a major change, there’s no need to panic. We’ve broken down everything you need to know about the unified ...
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What are soft and hard email bounces, and how do I clean up my email sends?

July 28, 2023

What are soft and hard email bounces, and how do I clean up my email sends?
To put it broadly, bounced emails are ones that were unable to be properly delivered to a recipient’s mailbox. There are a variety of reasons that an email may have bounced and they fall into two main types: hard and soft.
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Creating {{dynamic content}} in your marketing emails: Why and how?

June 29, 2023

Creating {{dynamic content}} in your marketing emails: Why and how?
Receiving a canned or boilerplate email message is not nearly as impactful as opening your inbox and seeing an email that seems to be written just for you. Personalization drives engagement, heightened engagement improves the impact of your sales and marketing pursuits. That’s the whole theory behind Dynamic content as a method of making your sales and marketing messages more impactful without spending an abundance of time personalizing emails for each user. And you don’t even need to know ho...
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Responsive design in the Dynamics 365 Marketing email canvas

May 30, 2023

Responsive design in the Dynamics 365 Marketing email canvas
Responsive design is the design and development approach where creators consider and adjust their web-based content (like emails and websites) to consider the size and layout of the device it will be viewed on and adapt accordingly. The goal is for your web content to render to provide an optimal experience—usability, navigation, visual appeal—no matter the size of a user’s screen size. In today’s outbound marketing, we must consider mobile-friendly design when planning our email campaigns, ...
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April 29, 2022

A guide to Customer journey tiles in Dynamics 365 Marketing
Whether it be a new product rollout, lead re-engagement, subscription upgrades, or any other sales and marketing endeavor, every business needs a strategy to get their message to their target audience in a structured, automated way. That’s just what customer journeys do, by providing highly customizable and personalizable options to build your own outbound and real-time marketing campaigns. Building a customer journey is a straightforward and intuitive process that uses tiles to establish ele...
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Habits of highly effective marketers: Measure your success

April 28, 2022

Habits of highly effective marketers: Measure your success
Ever heard the proverb “out of sight, out of mind”? Well, the things we measure are in our sight, on our minds, and therefore more likely to be the target of change. We live in an increasingly data-driven world, where gathering data, making sense of it, and garnering actionable insight from it is as easy as it has ever been. The data begs to be used.
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Habits of highly effective marketers: Cross link and cross post

April 21, 2022

Habits of highly effective marketers: Cross link and cross post
Welcome to the second instillation of the series “Habits of highly effective marketers,” where we explore some of the fundamental actions that marketers take to do their job and do it stunningly. In our last blog, we went deep into why and how to document your marketing strategies and processes. Next up are two similar components of marketing strategy and content development: cross linking and cross posting. Fostered from a desire to use content to its fullest extent and the wish to provide v...
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Should manufacturers care about marketing? Making the most of Dynamics 365 Marketing in the manufacturing industry

April 04, 2022

Should manufacturers care about marketing? Making the most of Dynamics 365 Marketing in the manufacturing industry
Adding a CRM solution to your manufacturing business’ tech stack helps you better understand customer needs and gives you the tools and insight you need to reach them in the best way possible at every touchpoint, whether they’re at the very top of your sales funnel or about to place a repeat order. Dynamics 365 Marketing is a flexible CRM solution that helps businesses in any industry create, manage, and analyze the results of a wide variety of materials to help even marketing beginners creat...
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Habits of highly effective marketers: Document your strategy and processes

March 29, 2022

Habits of highly effective marketers: Document your strategy and processes
In marketing, “effective” can mean different things based on the company, team, and even individual. But the core of marketing is intrigue—to get potential customers or clients interested in what you do. The products you sell, the services you provide, your unique brand. That’s a very general, high-level goal, but each company will also have their more specific desired marketing outcomes, as well as their own ways to achieve it.
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Create cohesive brand content across Dynamics 365 Apps

March 09, 2022

Create cohesive brand content across Dynamics 365 Apps
A cohesive brand is one that is consistent no matter what or where it is. Visually, your brand can be differentiated by the colors, logo, fonts, and other defining characteristics unique to you. Keeping your brand identifiable across all touchpoints your customers encounter boosts brand recognition, which increases reach and effectiveness of your marketing content.Microsoft Dynamics 365 suite of cloud-based business applications of Enterprise Resource Planning (ERP) and Customer Relationship ...
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Design best practices for creating visuals

March 01, 2022

Design best practices for creating visuals
Design principles fill entire textbooks and four-year college degrees. Safe to say the subject is ripe with intrigue and value, yet it is fraught with trouble spots. Strong design for all content is a key requirement for marketing content, such as website pages, blog images, and social media posts.Because blogs and social media are often created in-house, it’s necessary to nurture the skills needed to build professional visuals for your marketing content, whether it be an infographic, a blog ...
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Increase social media effectiveness with these simple steps

February 09, 2022

Increase social media effectiveness with these simple steps
Social media is a hotbed for marketing these days: everyone is on it, every business needs to take advantage of it, and there are many strategies to engage your audience across various platforms. Marketers work hard to create strong content for their business’ social media accounts—from witty, thoughtful, or research-backed posts, to content from their own website (like blogs, infographics, and whitepapers), to engaging advertisements.So, when most of the hard work is done, how do you ensure ...
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Create better marketing emails with this new AI feature in Dynamics 365 Marketing

January 28, 2022

Create better marketing emails with this new AI feature in Dynamics 365 Marketing
Things like real-time customer journeys, recommended actions, SMS messaging, and using natural language to create targeted segments are exciting (and relatively new) features that can help you connect with customers in the ways that matter most. Now, AI has been harnessed in Dynamics 365 Marketing for a new, imaginative feature called Content ideas.Here’s how to use Content ideas to quickly generate on-message content to create personalized customer experiences:
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10 tips to build an effective landing page

January 18, 2022

10 tips to build an effective landing page
A cornerstone of achieving web conversions is strategically placing landing pages as the first point of contact with your website. Landing pages are a bit different from your normal web page—having a smaller scope and narrowed down objective—although still an extension of your overall web presence. When done right, both you and your visitor gain something from this initial point of contact, and it can generate even more web engagement and repeat visitors in the future.
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Best practices when designing customer journeys

January 05, 2022

Best practices when designing customer journeys
In Dynamics 365 Marketing, customer journeys are orchestrated to guide a prospect through a predetermined, flexible path toward a preset end goal. Whether this goal is buying a product, scheduling a discover call, or closing a loan, a customer journey is easy to create and personalize to the needs of a segment, which may be thought of as a demographic, or group, of people who share similar characteristic. When creating a customer journey, you want the most value for your efforts. Here are six...
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A Guide to B2B Social Media Marketing: What should you be posting?

December 20, 2021

A Guide to B2B Social Media Marketing: What should you be posting?
Business to business (or B2B) marketing is tricky and made even more so if you are a B2B marketer in an industry that might be considered, for lack of better words, “boring” in the social media space. But B2B companies can no longer afford to coast with weak or absent social media. A whopping 60-84% of people consider mobile devices essential to their work, and mobile devices are the main vehicle by which social media is consumed. With their devices out, it’s more likely they will check in on...
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What’s new and coming to Dynamics 365 Marketing in 2021 Release Wave 2

November 29, 2021

What’s new and coming to Dynamics 365 Marketing in 2021 Release Wave 2
The search is always on for how businesses can achieve more with the effort they put in. To achieve the goal of more results with less effort, the Dynamics 365 Marketing 2021 Release Wave 2 focuses on engaging customers across all touchpoints when that contact will have the most impact, personalizing customer interactions using their own data for a heightened sense of connectivity, and making the strong and speedy business decisions that are afforded to Microsoft customers through AI-driven a...
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Analyze lead and contact behavior with Dynamics 365 Marketing analytics

October 15, 2021

Analyze lead and contact behavior with Dynamics 365 Marketing analytics
Get the most out of your team’s various marketing endeavors by using smart insights and analytics from Dynamics 365 Marketing. Using analytics is a simple, yet effective way to measure the successes and pain points of marketing efforts to clearly see what’s working well and determine how to fill in the gaps.Know that you want to measure marketing analytics, but aren’t sure where to start? Here’s a brief look at a few of the things you can track using Dynamics 365 Marketing insights and how to...
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Reach your audience wherever they are with new SMS messaging in Dynamics 365 Marketing

September 28, 2021

Reach your audience wherever they are with new SMS messaging in Dynamics 365 Marketing
Microsoft continues to expand the functionality of the Dynamics 365 Marketing to provide better tools for businesses to connect with their audiences. New to the armory of features is SMS messaging and push notifications for mobile apps. This gives new ways to take control of communication efforts all within the same system. Currently, these features are only in public preview, so they don’t quite have their full functionality. However, they can still be utilized to get a taste of their full p...
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Why integrating your digital marketing and CRM applications is so important

September 03, 2021

Why integrating your digital marketing and CRM applications is so important
CRMs are powerful tools for automation and record keeping, but did you know that they can also take on a bulk of digital marketing activities too? Finding an all-in-one CRM solution can drive success and help teams exceed expectations, all within a single workspace.
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Developing an effective lead scoring model

August 31, 2021

Developing an effective lead scoring model
Effective marketing strategies and tactics are designed to cultivate enough interest to make sure each sales-focused interaction has a stable foundation. Creating lead scoring models in Dynamics 365 Marketing autogenerates a score to indicate each contact or account’s likelihood of closing a deal based on interactions with websites, emails, events, and more. Scoring leads allows users to focus on the most quality prospects by cutting through cluttered sales pipelines and highlighting each lea...
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Three ways organizations can utilize real-time customer journeys in Dynamics 365 Marketing

August 19, 2021

Three ways organizations can utilize real-time customer journeys in Dynamics 365 Marketing
New real-time marketing features in Dynamics 365 Marketing provide users with tools to engage customers in the moments that matter using a variety of customizable dimensions like branching paths and triggers. Insights can be harnessed by AI capabilities to automatically generate recommendations for actions when it comes to content, channels, and analytics. Segments (marketing lists) and integrations also allow organizations to seamlessly leverage customer profile information to ensure each cu...
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Designing the perfect marketing email: Do's and don'ts to make your message stand out

August 12, 2021

Designing the perfect marketing email: Do's and don'ts to make your message stand out
Good digital strategy has the potential to transform business operations by driving revenue, building broad brand awareness, uncovering new and untapped audiences, boosting online engagement, and increasing customer retention and loyalty.Email marketing is a powerful tool that shouldn't be tossed to the side. Emails grant the ability to tailor the exact information going out to recipients, customize visual elements, track analytics, and require minimal effort for a sound return on investment....
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Earn customer satisfaction and loyalty with Microsoft Bookings, Power Automate flows, and Dynamics 365 Marketing

August 09, 2021

Earn customer satisfaction and loyalty with Microsoft Bookings, Power Automate flows, and Dynamics 365 Marketing
Engaging a customer at the opportune times is a tricky, time-consuming business; yet, this is a necessary act for many businesses to build and retain a loyal and satisfied customer base. Gathering touchpoint data, analyzing customer actions, anticipating customer desires, and sending proper emails or other communication at the right moment—what if all this effort and toil could happen automatically based on the customer’s actions? Fortunately, automation for a broad range of purposes, even ac...
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Managing event sponsors and vendors with Dynamics 365 Marketing

August 05, 2021

Managing event sponsors and vendors with Dynamics 365 Marketing
Event management is a complex feat from start to finish, but it doesn’t have to be difficult. Event planning and management tools within Dynamics 365 Marketing help guide users through every step of the process from preliminary budgeting, registration, session planning, webinar broadcasting, post-event analytics, and beyond. Users can utilize two helpful features within the event work area to manage event sponsors and vendors.
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Customize digital marketing content with Dynamics 365 Marketing

July 28, 2021

Customize digital marketing content with Dynamics 365 Marketing
Digital marketing strategies became more crucial than ever this past year, especially when many businesses realized an effective digital presence was a key factor in maintaining successful operations. Dynamics 365 Marketing takes the guesswork out of campaigns and makes it easy to put together polished digital marketing content while managing it all in one cohesive interface. Check out some of the key functionalities of Dynamics 365 Marketing that allow for a high degree of customization to b...
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Developing an effective customer response survey with Dynamics 365 Customer Voice

June 04, 2021

Developing an effective customer response survey with Dynamics 365 Customer Voice
Gathering customer feedback is one of the most effective means to improving your company’s products and services. Successful companies—those who wish to build resilience, foster a growth-mindset, and earn and maintain customer loyalty—listen to and deliver on what their customers desire. Dynamics 365 Customer Voice is an online survey platform that can be used with Microsoft Dynamics 365 Marketing that can help any business create and manage simple, effective surveys as part of their journey ...
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Managing web forms with Dynamics 365 Marketing

May 25, 2021

Managing web forms with Dynamics 365 Marketing
Digital marketing platforms typically focus on email marketing or social media marketing, while avoiding other important digital marketing aspects like landing pages, forms, and event management, Dynamics 365 Marketing differentiates itself by housing all of the features above in one place and integrating with the powerful contact and account management capabilities of Dynamics 365 Sales. For marketing forms specifically, the true benefit lies in embedding marketing forms on external websites...
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Expand Dynamics 365 Marketing capabilities with custom channels

May 24, 2021

Expand Dynamics 365 Marketing capabilities with custom channels
Dynamics 365 Marketing comes out-of-the-box with a wide range of functionality. Customer journeys provide everything from quick, single-email blasts to much larger, dynamic, multi-step marketing automation processes. Content tiles within Customer Journeys allow users to drag and drop different marketing activities like emails, phone calls, appointments, workflows, and much more within a campaign. In addition to these tiles, Custom Channels can be created to expand upon the base tool set. Cust...
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Maintain GDPR compliant subscription lists with Dynamics 365 Marketing

May 20, 2021

Maintain GDPR compliant subscription lists with Dynamics 365 Marketing
Any company that offers a product or service, collects data related to residents, or otherwise operates within the European Union must be sure it complies with the General Data Protection Regulation (GDPR). It can be a bit confusing to navigate at first, particularly for organizations in the U.S. or otherwise outside of the EU. Dynamics 365 Marketing is fully equipped and ready to easy the process of ensuring data collection procedures meet the requirements of the EU.
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