With each new release from D365 Marketing come new features and improved functionality. If you are up to date and on at least version 1.85.2012.0 you may have already spotted the new feature of Brand profiles, providing the ability to create different profiles for the various products, services or areas of the business you are … Continue reading Using Brand Profiles In D365 Marketing

Content blocks are not new in Dynamics 365 Marketing, and I’ve covered them before when it comes to Outbound Marketing. However, they are only very recently now available to create and use in Real-time marketing. Content blocks give you the ability to create little building blocks or sections that can easily be added to an … Continue reading Using Content Blocks In D365 Real-time Marketing

One of the things I love about Power Automate and Dataverse combined, is how every day is a school day. We create new processes or flows that work great for the time in which they were created, then you learn more, or things change and new functionality is released, and now it’s time to learn … Continue reading Creating Internal Notification Emails For Outbound Marketing Form Submissions

Have you checked out the functionality of creating no-code custom triggers in D365 Marketing yet? If not, go and read all about it in my last post, then come back. I’ve already walked through a simple trigger that fires when a column is changed on an existing Contact record. Pretty simple, but powerful stuff! In … Continue reading Create No-Code Custom Triggers From Related Tables

If you’re on at least version 1.84.2011.0 of D365 Marketing, and you’ve tried to create a Trigger, you might have already noticed there is now a second option available. The ability to create a trigger that can be used in conjunction with a custom app or website, or tied to a flow in Power Automate, … Continue reading Create Your Own Custom Triggers Without Any Code in D365 Marketing

The release notes for Dynamics 365 Wave 2 2022 have been published. My good friend Amey Holden and I decided we wanted to have a chat about it again, just like we did for Wave 1 back in January. As before, we are focusing on the Marketing aspects and the new features we should expect … Continue reading D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 2 2022

I wrote a post about how you can create just 1 Trigger, 1 Email and 1 Journey and have an email sent out when someone registers for an event, and have that email include a link to an ICS (Calendar invite) file that is unique and personalised to them. I just had 1 email in … Continue reading Sending Reminder & Follow Up Emails For Events Using Real-time Marketing

Using Microsoft Teams is just what most organisations do now. For those using Dynamics 365, there are many options to integrate the two. Microsoft Teams chat within Dynamics 365 is not new, and not even new in terms of using it with D365 Marketing. Jepser Osgaard blogged about it in November 2021 in fact. However, … Continue reading Microsoft Teams Chat Collaboration In D365 Marketing

One of the most valuable aspects of using Dynamics 365 Marketing is the ability for all users, no matter what area of the business they work in, to be able to see what interactions have occurred for a Contact. The Timeline control has been around for AGES, but for some reason isn’t often utilised as … Continue reading Contact Timeline Adjustments Including D365 Marketing Interactions

Online events are a big part of marketing. Ideally your customers sign up to gain more insights from you as subject matter experts, and new prospects register because they are interested in your products or services and want to hear what you have to say. Win/Win! D365 Marketing provides an Event planning and management area … Continue reading Event Registrations & Real-time Marketing Journeys