Quick little post for you on a few changes when you manage and are installing updates for D365 Marketing (yes, I know, Customer Insights Journeys but I still can’t let go of it yet). The process is pretty much the same, but the screens are definitely different, AND there is now a place to manage … Continue reading Installing Updates For D365 Marketing AKA Customer Insights Journeys

I’ve written about creating real-time marketing forms in D365 Marketing many times now, but for all of those posts I’ve always referred to using the JavaScript to then embed the form in a page on a website. What if you want to use the form as a stand alone landing page instead? Did you know … Continue reading How To Create Real-time Marketing Landing Pages

Compliance Series This is number four in a series of four blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms> STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR ** Adding Additional Compliance Profiles ** Hopefully … Continue reading Adding Additional Compliance Profiles

Customers using Dynamics 365 are in all kinds of industries with all kinds of use cases and requirements. Standard out of the box fields can be find for one company while another may need custom fields added to tables to capture more than basic data. You may need to email the main email address sometimes, … Continue reading Send Emails Using Different Lead Recipient Fields In Journeys

If you’ve followed any of my previous posts on compliance profiles and Realtime marketing subscription forms, you might be wondering how you can send a confirmation email to the Lead or Contact who submitted the form. It’s a nice touch to send a confirmation email displaying the topics they opted in to, what they are … Continue reading Send Email Confirmation After Subscription Form Submitted

Many websites have a nice little form in the footer at the bottom of every page where you can sign up for a newsletter. If you are using D365 Marketing you might think you are stuck with how it looks out of the box, especially with the newer Real-time Marketing forms. Not true! Using some … Continue reading Creating A Newsletter Sign-up For Your Website Footer

Last week was a bit of a mind bend. Changes all over the place, and I’ve taken a bit of time to let things marinate, and put together my thoughts on an announcement from Microsoft that changes things for their marketing offering. I don’t have all the answers, but I think it’s important to share … Continue reading Customer Insights Journeys or D365 Marketing? All Change

If you are using Realtime components in D365 Marketing, hopefully you’ve turned on the UTM tracking for your own emails and texts. Adding links to your different types of communication will mean UTM parameters are appended automatically, providing some great analytics in your analytic tool of choice. However, what about the ability to capture the … Continue reading Capturing UTM Parameters Via Realtime Marketing Form Submissions

If you are using Realtime Marketing forms in D365 then this might be a blog post for you! You can follow one approach for sending notification email when someone submits an Outbound marketing form, but you’ll need to create a different process for Realtime. In this article I will walk through how to create a … Continue reading Creating Internal Notification Emails For Realtime Marketing Form Submissions

Compliance Series This is number three in a series of four blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE ** Moving Consent From Subscription Lists To Real-time Marketing Topics ** STEP FOUR Adding Additional Compliance Profiles In … Continue reading Moving Consent From Subscription Lists To Real-time Marketing Topics