Tips, tricks and ideas for non developer geeks
Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. The app works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Review articles for tips and ideas on how to use Dynamics 365 Marketing.
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
In a previous post, we reviewed how to display dynamic images in D365 for Marketing emails. This was done using images stored on a web server, named a specific way which could then be pulled in if they matched a value on an option set field. In this post, we will look at how you … Continue reading Displaying Dynamic Images Using Content Blocks
OK so Easter happened a few weeks back now, but let’s just pretend for a moment it didn’t, and this post is topical in terms of my imagery 🐇🌾🐥. If an organisation is planning out their marketing emails and using Dynamics 365 for Marketing, they might want to prepare campaigns that use different images based … Continue reading Using Fields To Display Dynamic Images In Marketing Emails
Getting your marketing emails right is important. How you address a client or prospect shows how much you really care about your data, and also shows how professional you may or may not be! How are you addressing people in YOUR emails? Are you using their name? What if you don’t have their first name, … Continue reading Using Conditional Statements For Email Recipient Salutations
In a previous post, we reviewed how to create Azure Blob Storage to use with your Dynamics 365 Marketing data. We can set it up and then use with Power BI which is awesome…. but surely if we have access to the data we can then do other things, like access CDS data related to … Continue reading Accessing Dynamics Marketing Data To Update CDS Data
One of the aspects of Microsoft Dynamics 365 Marketing that’s important to understand is the way in which the data is stored. Unlike other aspects of Dynamics and the Common Data Service (CDS), the data for Marketing is stored in Microsoft Azure services. Although insights and analytics are surfaced and displayed within the marketing app, … Continue reading Setting Up Azure Blob Storage To Use With Dynamics 365 Marketing
If you want to link your organisations’ domain in the Dynamics Marketing App, there are a couple of things to consider and understand. It’s important to know what you are linking, and why. There are two places where your domain is important, Authenticated Domains and Marketing Websites. Let’s look at both, and see how and … Continue reading Domains & Websites In Dynamics Marketing
I’ve used the Dynamics Marketing app for some time, and implemented it several times, and you might not know this, but I also write about Microsoft Forms Pro 🙂 – so it’s perfect that we can now combine the two! With a recent release for the Marketing app, you can get it installed in your … Continue reading Forms Pro & Dynamics 365 Marketing
If you are using the Dynamics Marketing App, you will be familiar with creating Segments. For those who haven’t delved into that world, or are just getting started, a Segment is created using the marketing insights service, and compiled with a query builder tool embedded directly within a segment. While recently creating a segment that … Continue reading Adding Additional Entities For Segment Searches
