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It’s a new year: Make the most of a fresh start in Dynamics 365 Customer Insights – Journeys

March 17, 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 most of your marketing application.
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How to avoid marketing emails being marked spam

March 20, 2026

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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Image of a Gmail account

March 05, 2026

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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Managing contact consent in Dynamics 365 Real-time Marketing

March 05, 2026

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 laws you must follow depending on your and your clients’ locations. Consent management in D365 will help you adhere to whichever laws you must follow.

The general best practice is that all contacts must opt-in to receive marketing communications from you, but that they also have the ability to easily opt-out and revoke this consent at any time. So, how is marketing consent established, and how does Dynamics store it?

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What are soft and hard email bounces, and how do I clean up my email sends?

March 05, 2026

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?

March 05, 2026

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 how to code to create Dynamic content in your emails.

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Responsive design in the Dynamics 365 Marketing email canvas

March 05, 2026

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, but we also cannot forget the desktop experience. Dynamics 365 Marketing has recently added further responsive design options to help your emails flux based on the device it’s being viewed on.

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Habits of highly effective marketers: Measure your success

March 05, 2026

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

March 05, 2026

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 viewers valuable content at their fingertips, these two strategies can improve social media reach and SEO (when used carefully and judiciously). Let’s dig in.

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Habits of highly effective marketers: Document your strategy and processes

March 05, 2026

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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Design best practices for creating visuals

March 05, 2026

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 image, a thumbnail image, a social media visual, a header for email campaigns, or anything. But if you or your team is not trained in graphic design, how do you achieve this? Sticking to design best practices is a good first step, and below we will share a handful to start you on the right path.

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Increase social media effectiveness with these simple steps

March 05, 2026

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 that those efforts are as effective as possible and return as much on your investment as it can? Believe it or not, it’s often simple steps that lead to immense shifts in social media likes, clicks, website visits, and leads.

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10 tips to build an effective landing page

March 05, 2026

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

March 05, 2026

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 practices that can lead to more effective customer journeys.

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A Guide to B2B Social Media Marketing: What should you be posting?

March 05, 2026

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 social, and no matter the platform they are surfing, their personal and professional wires are likely to cross on social media. With that in mind, a company is remiss if they don’t leverage that.

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Designing the perfect marketing email: Do's and don'ts to make your message stand out

March 05, 2026

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.

These simple tactics can be used to make sure every email packs a punch to get the most out of marketing efforts.

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Developing an effective customer response survey with Dynamics 365 Customer Voice

March 05, 2026

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 toward resilience, growth, and customer loyalty.

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How to use account-based marketing in Dynamics 365 Marketing

March 05, 2026

How to use account-based marketing in Dynamics 365 Marketing

Account Based Marketing has shown it can be a high-value element of any team’s marketing initiatives. See what you can do, and how to do it, with Account Based Marketing in Dynamics 365 for Marketing.

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