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

November 25, 2020

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

September 01, 2020

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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What’s new in Dynamics 365 Marketing?

August 13, 2020

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 wh...
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Coordinate effective drip campaigns with Dynamics 365 Marketing

April 28, 2020

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 Marke...
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Marketing Lists vs. Marketing Segments in Dynamics 365 Marketing

March 04, 2020

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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Lead Scoring with Dynamics 365 Marketing

January 17, 2020

Lead Scoring with Dynamics 365 Marketing
Microsoft’s Dynamics 365 Marketing contains a comprehensive lead scoring system that helps marketers do exactly that. With an easy-to-use UI-based scoring module, it is simple to create scoring models that rank leads and automatically target them.
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How to use account-based marketing in Dynamics 365 Marketing

July 26, 2019

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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Live events in Dynamics 365 for Marketing

July 19, 2019

Live events in Dynamics 365 for Marketing
Live events require significant time and resources to figure out the logistics and ultimately put on a successful event. Dynamics 365 for Marketing makes it possible for organizations of any size to organize and manage everything that goes into a live event.
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Planning and Hosting Virtual Events with Dynamics 365 Marketing

July 15, 2019

Planning and Hosting Virtual Events with Dynamics 365 Marketing
Virtual events are cost-effective and can be highly valuable for any company. Dynamics 365 for Marketing simplifies the huge number of logistics and details necessary to make an event worth it. See how the comprehensive marketing solution can help manage your digital events.
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Modern lead management with Dynamics 365 for Marketing

October 05, 2018

Modern lead management with Dynamics 365 for Marketing
Attracting, capturing, and closing on high-quality leads has become an art form in today’s ultra-competitive digital age. What used to be a combination of cold-calling, print ads, and a bit of luck has shifted to social media, personalized messages, drip campaigns, and an overall focus that’s more on the customer, not your company. Companies must adopt at least some form of most of these practices in order to stay competitive in today’s environment, but that’s a lot easier for large corporati...
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Dynamics 365 for Marketing: What it is and what can be done

August 16, 2018

Dynamics 365 for Marketing: What it is and what can be done
Dynamics 365 is Microsoft’s combined ERP and CRM platform. The system consists of seven applications to serve various business functions: Sales, Customer Engagement, Field Service, Talent, Finance and Operations, Retail, Project Service Automation, and Marketing. Dynamics 365 for Marketing will be the focus of this blog as we delve into its capabilities, functions, and what it can do for your business.
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