I’m taking on a challenge: walking 50 KM in under 10 hours in honour of two incredible women who are both bravely facing chemotherapy right now.
🩷 I’m fundraising for Cancer Research UK 🩷
If you can help, every donation, big or small, helps bring us closer to a cure
A weekly issue covering features, functionality and news on the topic of Marketing, specifically covering Dynamics 365 Marketing and other interesting tools and tips for anyone interested in the subject.
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*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
The release notes for Dynamics 365 Wave 1 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn’t necessarily thought of!
You can find Amey in the following places:
🟣 LinkedIn: https://www.linkedin.com/in/amey-holden/
🟣 Website: https://www.ameyholden.com
You can watch the video here:
🚀 New and planned features for Dynamics 365 Customer Insights – Journeys, 2024 release wave 1
🎯 New and planned features for Dynamics 365 Customer Insights – Data, 2024 release wave 1
Wave 2 2023 Change History:
✅ Features Added: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/change-history#features-added-to-release-plan
📆 Release Date Changed: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/change-history#release-date-changed
❌ Features Removed: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/change-history#features-removed-from-release-plan
Wave 1 Item Links:
1️⃣ Boost customer confidence with branded links for email and content
2️⃣ Capture responses from external, third-party forms
3️⃣ Collect extra customer information without creating custom attributes
4️⃣ Build and test journeys before deploying to production
5️⃣ Easily manage customer consent from contact and lead forms
6️⃣ Easily reference copies of sent emails in the timeline
7️⃣ Engage customers with personalized messages based on website interactions
8️⃣ Ensure messages go to the right contact email address
9️⃣ Get faster insights at scale with auto-management of segments, measures
1️⃣0️⃣ Improve engagement and compliance with double opt-in
1️⃣1️⃣ Improve reliability of insights with advanced bot protection
1️⃣2️⃣ Instrument and test real-time events faster with a developer portal
1️⃣3️⃣ Optimize engagement and increase conversion rates with email A/B testing
1️⃣4️⃣ Prevent duplicate emails to contacts that share an email address
1️⃣5️⃣ Provide varied experiences in one journey using journey split tiles
1️⃣6️⃣ Reach customers quickly with 10x increased throughput
1️⃣7️⃣ Reach your customers at the right moment with send scheduling
1️⃣8️⃣ Understand and optimize journeys with customer flow analysis
1️⃣9️⃣ Qualify leads and route to sales when buying is likely
Check out the latest post:
Show Or Hide Custom Pages Using Power Fx Formulas In Your Model-driven Apps
A weekly issue covering features, functionality and news on the topic of Marketing, specifically covering Dynamics 365 Marketing and other interesting tools and tips for anyone interested in the subject.
Subscribe Here
I’m taking on a challenge: walking 50 KM in under 10 hours in honour of two incredible women who are both bravely facing chemotherapy right now.
🩷 I’m fundraising for Cancer Research UK 🩷
If you can help, every donation, big or small, helps bring us closer to a cure
I’ve been researching double opt in for real time. Is there a way to send a reminder email if they haven’t confirmed yet? The ‘DOI journey’ is quite locked down but there are some attributes to select but not obvious which one would enable me to use in a branch to send a second email to confirm subscription.
Many thanks
Hi Daniel, not that I am aware of. Knowing that they didn’t confirm means you would need the ability to track their interactions with the email… which then kind of goes against Double Opt In which I guess is why it is so locked down.
Hi Megan,
Thanks for the great content on Marketing—super helpful!
I’ve run into an issue related to the DOI (Double Opt-In) email process and was wondering if you’ve come across something similar. We enabled the DOI feature in the Compliance Profile, and after a user clicks the confirmation button, the marketing form submission status changes to “Success” and a new lead is created, as expected.
For example, we currently have around 100 successful form submissions and leads. However, when I check the DOI email analytics, the total and unique click counts are significantly lower—only about 64 clicks are shown.
I was under the impression that these numbers should be fairly close, since each successful lead should come from a DOI confirmation click. Do you have any idea why there might be such a big difference? Or have you seen something like this before?
Appreciate any insight!
Hi Arezou, sorry for the delay! I don’t know why there is a difference in those clicks. I haven’t seen that but then I am quite lucky in that none of my clients have to deal with DOI so it’s not something I’ve needed to dig in to all that much. Have you contacted Microsoft to ask them about it?