I think we’ve all received marketing emails from organisations that look a little strange. Blank spaces where perhaps it should have had information populate, but the data they have isn’t accurate. Depending on the set up of a specific Dynamics 365 environment, it could be that certain fields have not been filled out on your … Continue reading Setting Default Fallback Values On D365 Marketing Emails

If you are sending out D365 Customer Voice survey requests via D365 Marketing (like I showed in this blog here), you might have noticed that all of the responses in D365 Customer Voice show as Marketing respondent, with no name linked to them. Opening up a response shows the First Name and Last Name as … Continue reading Updating D365 Customer Voice Marketing Respondents In D365 Marketing

You might know this about me already, I’ve written a few blogs about what was Microsoft Forms Pro, and then became Dynamics 365 Customer Voice in July 2020. 😊 I’ve also written about D365 Marketing quite a bit too. So let’s put it all together and cover how these two play together. In this blog … Continue reading Sending D365 Customer Voice Survey Requests Via D365 Marketing

I consider myself to be a marketer. In a previous life, I ran the marketing department for a software company. I’ve also owned my own business a few times and used various marketing tools over the years. I’d long given up having trust in reviewing open rates for an email. Consider how you might look … Continue reading Do You Trust Your Marketing Stats? Should You?

It’s sometimes hard to keep track of all that is new or changing with the Power Platform and Dynamics world right? There are Wave 1 & 2 features each year, and one way to opt in, then there are new features that get pushed out at other times in the year, then there is D365 … Continue reading Keeping Dynamics 365 Marketing Up To Date

One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments. These are your ‘buckets’, ‘groups’ or ‘lists’ of people that you want to take on a Customer Journey of some kind. If you are using Dynamics 365 Customer Voice, you might … Continue reading D365 Marketing Segments & D365 Customer Voice

If you are using the Dynamics 365 Marketing app, no doubt you’ve already fallen in love with the Insights. The detail you can see for a Contact record in terms of all of the clicks, form submissions and website visits is awesome! You can also review the insights for any Marketing Websites you’ve added tracking … Continue reading Using Redirect URLs In D365 Marketing

When you are creating your marketing emails, how much are you considering the subject line? Are you paying much attention and considering how it will appear in different mail clients? What about the preview text? Is it important? When creating your marketing emails it might not be that obvious where to add the preview text, … Continue reading Making The Most Of The Email Subject And Preview Text

When sending out emails using the Dynamics 365 for Marketing app, a Customer Journey is needed each time. For each Customer Journey, you must determine the Content Settings to use for the entirety of the journey. Your Content Settings hold things like the organisations address, social media links, the subscription centre and a link for … Continue reading Using Content Settings For Dynamic Social Profile Links

We’ve all been sent marketing emails that we ignore, no one is immune. How can we make sure that the emails WE send from Dynamics 365 for Marketing have more chance of being opened… and even more important, being read! The sender of an email is a good place to start. Are you just sending … Continue reading Sending Emails From The Contact Owner With D365 Marketing