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Brown, sandy abstract image

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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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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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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Black background with light blue and green abstarct shapes in the center

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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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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A purple abstract design over a purple background

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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Blue, yellow, green and purple abstract design

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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A computer monitor, keyboard, book, coffee and sheet of paper on a white desk from a bird's eye view

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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Blue and white maze designs

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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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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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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Maintain digital marketing content quality with templates in Dynamics 365 Marketing

May 19, 2021

Maintain digital marketing content quality with templates in Dynamics 365 Marketing
When it comes to creating consistent, high-quality digital marketing content, templates are key. Content templates ensure that brand standards are met by including default colors and logos that are consistent with the brand. Templates also provide management with a way to approve design elements without needed to approve each piece of content. Dynamics 365 Marketing provides out-of-the-box templates for landing pages, forms, marketing emails, and more while giving managers the tools to create...
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A breakdown of the new email designer experience in Dynamics 365 Marketing

May 07, 2021

A breakdown of the new email designer experience in Dynamics 365 Marketing
As part of Dynamics 365 2021 Release Wave 1, Dynamics 365 Marketing received an overhaul of its email designer last month. The new designer gives a more modern look and feel in addition to new features. With the changes, users may find it a bit jarring when opening an email record for the first time. However the new layout should feel overall more streamlined after getting better acquainted.
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Simplify in-person event check-ins with the Dynamics 365 mobile app and QR codes

May 07, 2021

Simplify in-person event check-ins with the Dynamics 365 mobile app and QR codes
Managing live events can be incredibly stressful and difficult for staff. From planning to taking money and managing registrations, it is imperative to have a set system and process for conducting live events. Systems like Dynamics 365 Marketing make it easier by managing registrations, logistics, and payment in one place. But what about the check-in process? If the check-in process is mismanaged, the check-in desk can get backed up or post event reporting can be negatively affected. In this ...
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Send targeted surveys with Dynamics 365 Marketing and Dynamics 365 Customer Voice

April 23, 2021

Send targeted surveys with Dynamics 365 Marketing and Dynamics 365 Customer Voice
Dynamics 365 Customer Voice is Microsoft’s powerful solution for customer feedback management. With it, business can easily create, send, and analyze surveys. As part of the Dynamics 365 ecosystem, Customer Voice is easily integrated with other applications like Dynamics 365 Marketing. This integration allows businesses to automatically send out surveys to targeted segments created in Marketing.
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Market to target audience segments with Dynamics 365 Marketing

April 16, 2021

Market to target audience segments with Dynamics 365 Marketing
When people think of marketing execution, they will usually think of the more flashy, outward-facing content. However, many marketing messages would fall flat if they were not distributed to a properly targeted audience. Dynamics 365 Marketing’s segments feature gives marketers easy tools for targeting to proper leads and contacts for their message. With shared contact data among Dynamics 365 apps, segments can be created to include active customers in Business Central, leads and opportunitie...
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Bring website form data into Dynamics 365 with form capture capabilities

March 31, 2021

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

March 25, 2021

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 orchestra...
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Building a content approval process in Dynamics 365 Marketing

March 03, 2021

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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Using custom fonts in Dynamics 365 Marketing content

February 11, 2021

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

February 04, 2021

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 Apri...
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Analyze Dynamics 365 Marketing campaign performance with interactive Power BI reports

January 14, 2021

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 ...
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