Microsoft Business Applications launch event for Dynamics 365 – What's coming

Today, Microsoft held their Business Applications Launch event for Dynamics 365 and Microsoft Power Platform 2021 release wave 1. During this event Microsoft walked through a few of many new capabilities coming to Dynamics 365 apps like Sales, Marketing, Business Central, and more over the course of April through October 2021. Here are the biggest announcements.

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Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour

Bring website form data into Dynamics 365 with form capture capabilities

Dynamics 365 Marketing provides multiple ways for companies to collect data from web forms and import submission data into Dynamics 36 with marketing forms. Dynamics 365 Marketing forms allow you to build and customize web forms that can be then hosted on landing pages or using the form capture feature. This blog will walk through the capabilities of form capture and the reasoning behind using it in place of embedding Dynamics 365 forms.

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Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour

Instantly connect with customers with real-time customer journeys in Dynamics 365 Marketing

Continued advancement of communication technology has provided marketers with the tools to reach audiences faster and on a broader level. As such, marketers need to keep moving faster and faster to stay ahead and keep their customers engaged.

Marketing automation tools like customer journeys in Dynamics 365 Marketing allow for that instant connection to be made when potential customers first express interest. Coming up in April, Microsoft will be releasing real-time customer journey orchestration capabilities for preview.

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Building a content approval process in Dynamics 365 Marketing

Dynamics 365 Marketing is a comprehensive digital marketing platform that gives users the ability to create a wide variety of content including landing pages, forms, email designs, marketing automation campaigns, and more. With either system customizations or Power Automate workflows, marketing admins can effectively control the production and sharing of digital marketing content.

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Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour

Using custom fonts in Dynamics 365 Marketing content

Currently there is a decent selection of fonts available in Dynamics 365 Marketing when creating content like email messages, marketing forms, and marketing pages. While more fonts will be added in future updates, many marketers prefer to use fonts that adhere to brand standards or frankly just look better than available fonts. Web fonts provide marketers with the flexibility to stretch their creative muscles within the context of text within an email design or marketing page.

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What to expect: Upcoming system updates to Dynamics 365 Marketing

Microsoft has made no delay in getting started with planning updates to Dynamics 365. Recently, Microsoft put out its plan for the 2021 Release Wave 1. A multitude of enhancements and features are coming to the Dynamics 365 applications, including Dynamics 365 Marketing.

The updates to Marketing aim to make content creation easier, allow it to be distributed through more channels, and give users better tools to analyze their data. Many of these updates are expected to become available in April with the rest rolling out in the months after.

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Dynamics 365 2021 Release Wave 1 Highlights

Microsoft has recently released the preview of the updates coming with the Dynamics 365 2021 Release Wave 1 this spring. There are a variety of features coming to the Dynamics 365 ecosystem with general availability for many beginning in April and continuing to roll out through September. Early access for new features becomes available on February 1st. We have picked out some of the highlights for Dynamics 365 applications that are included in the release.

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Analyze Dynamics 365 Marketing campaign performance with interactive Power BI reports

Dynamics 365 Marketing is a powerful digital marketing application that help users create marking content and distribute it manually or through automated processes. Its wide variety of tools make it effective for most marketing campaigns. Dynamics 365 Marketing has its own insights and analytics tools to help marketers learn what has proved effective and what can be improved.

However, with the use of Microsoft Dataverse and Power BI, interactive, highly customizable reports can be created to boost the visibility of important marketing data. Power BI is also a low-code solution, so, while coding knowledge can be helpful, an extensive background in development is not needed to make effective, good-looking reports.

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Custom Education Solutions brings business teams together with Dynamics 365

Before making the move to Dynamics 365, Custom Education Solutions kept sales and marketing data in separate systems causing sales and marketing efforts to be slowed and disjointed. With Dynamics 365 Sales and Dynamics 365 Marketing, the sales and marketing teams can work together to reach targeted audiences and focus on the opportunities most likely to close.

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Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour

5 new Dynamics 365 Marketing features you may not have heard of

Dynamics 365 Marketing is Microsoft’s premiere digital marketing application built directly into the Dynamics 365 ecosystem. For those of you using Dynamics 365 Marketing already, you may see changes here and there as Microsoft pushes out new releases as part of Dynamics 365 2020 Release Wave 2.

Some of these features are not very visible and require additional steps to enable. We’ve put together a list of 5 new features in Dynamics 365 Marketing that can immediately impact your marketing operations and make life easier for your marketing team.

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Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour

Online event management for professional services organizations with Dynamics 365 Marketing

In the work-from-home era, companies like professional service organizations have been forced to adapt to a rapidly changing environment. Engaging with audiences without in-person interactions can seem like a daunting task. However, applications like Dynamics 365 Marketing do the work to help companies keep their customers engaged.

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New updates coming to Dynamics 365 Marketing in Release Wave 2

Microsoft Dynamics 365 Marketing has proven itself a powerful catalyst for creating and maintaining strong customer relationships. Microsoft’s update release wave 2 further enhances Dynamics 365 Marketing by giving users better tools for, and better control over, the processes they already do so well.

There are big quality of life and UI enhancements coming to Customer Journeys, increased functionality and performance monitoring for social post, and integration with Microsoft Teams for easy webinar and event management.

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There’s a new customer journey experience in Dynamics 365 Marketing

Coming soon, the Customer Journey entity will see a revamp making it even easier to create and manage automated marketing campaigns. These campaigns range from a simple email blast to an extended drip campaign that reacts to how the target interacts with the campaign content. Learn more about building more complex customer journeys here. Here is a glimpse at what’s coming to early release in September and general availability in October.

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Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour

What’s new in Dynamics 365 Marketing?

The May 2020 Update for Dynamics 365 Marketing was recently released. With this release come new features, performance upgrades, and bug fixes. If you have been watching Dynamics 365 updates closely, you’ll know there have been regular, monthly updates over the last 6 months.

The May release marks the final point in the Dynamics 365 Marketing 2020 release wave 1 plan. All features mentioned in release wave 1 plan are now generally available to all Dynamics 365 Marketing implementations. So what are the new features you should be aware of? Let us go through them.

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Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour

Coordinate effective drip campaigns with Dynamics 365 Marketing

Digital marketing technology and strategies are constantly evolving. With new technologies, many new marketing strategies develop quickly to help make use of the new mediums we now have access to. One such marketing strategy, drip marketing, is a modern way to market to a specific set of potential customers through targeted emails with relevant information that can help convert them into an opportunity and ultimately a customer.

Microsoft’s new marketing platform, Microsoft Dynamics 365 Marketing, can help provide businesses with the tools they need to execute complex marketing strategies like drip campaigns.

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Dynamics 365 Marketing, Dynamics 365 CRM Travis Steinke Dynamics 365 Marketing, Dynamics 365 CRM Travis Steinke

How Portals interact with Dynamics 365 Marketing

Utilizing an integration between Dynamics 365 Portals or Power Apps Portals, Dynamics 365 Marketing can provide a front end to interact directly with a potential customer. Marketers can use marketing pages built on these portals to engage with their audience by registering for events, filling out forms, or performing other marketing actions and have it sync directly with the marketing platform behind it. This blog will explain how exactly the integration between Dynamics 365 Portals and Dynamics 365 Marketing works and what can be accomplished with it.

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Marketing Lists vs. Marketing Segments in Dynamics 365 Marketing

The variety of list types can be confusing, so it’s important to understand the difference. There are two main list types: the marketing segment and the marketing list. Marketing segments are designed to be paired with customer journeys so a marketer can guide members of a selected subset of contacts through a journey of content that can include marketing emails, marketing forms & pages, events, and more.

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Dynamics 365 CRM, Dynamics 365 Marketing Travis Steinke Dynamics 365 CRM, Dynamics 365 Marketing Travis Steinke

Tracking online behavior with Dynamics 365 Marketing

Monitoring online behavior associated with a website, social media pages, and landing pages is essential for marketers. Tracking this behavior can give insight into what messaging your audience is connecting with and how they are accessing it. Dynamics 365 Marketing gives marketers the tools needed to track their audience and learn more about what content they connect with.

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