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

I have written in the past about setting up your custom subscription centre as a marketing form that you can then embed in a page on your website. For me, I believe this is the best approach to make sure your customers, prospects, and website visitors have a seamless experience where all of your content … Continue reading Using Outbound Subscription Centres In Real-time Marketing

Adding conditional content to marketing emails in the Dynamics 365 Marketing App is not necessarily a new thing, I have written about it before. However, that was HARD for people to use! It involved adding bits of code and trying to figure out where it should go, not to mention looking at the email itself … Continue reading Adding Conditional Content To Real-time Marketing Emails

If you are using the Real-time Marketing functionality within the D365 Marketing App, you might have already seen the new step you can add in to a Journey. The Activate a custom trigger allows you to trigger other journeys or flows in Power Automate. I’ve written previously about creating a flow to kick off the … Continue reading Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing

If you use Dynamics 365 Marketing and/or are a System Administrator for an organisation that uses it, this post is for you. Microsoft are great at putting out updates for the Marketing app, but as of yet there is no way for you to be notified about them. That means there could be new and … Continue reading Update D365 Marketing To The Latest Version