One of the most common requirements when using the D365 Marketing App is to have an email sent to the submitter when they fill out a marketing form. Consider someone submitting an Outbound Marketing form to request a Case Study or White Paper asset. You can provide a link to the document once they submit … Continue reading Create A Simple Auto Responder Email Journey In Real-time Marketing For An Outbound Form

This is a quick one, and I’m writing it to help anyone Googling an issue that has come up a few times including seeing it in a few client environments myself. Real-time Marketing needs at least one compliance setting record which stores the organisations address, and a link to a preference page (subscription centre). The … Continue reading Unable To Add Compliance Setting Record In D365 Marketing

One of my favourite features, that often goes un-viewed, is that of the Insights tab on a Contact record, showing information from D365 Marketing interactions. You can see an interactions timeline and breakdown of things like form visits and submissions, emails sent, clicked and opened, subscription list interactions and event registrations and check-ins. It’s always … Continue reading Real-time Marketing Contact Insights

Automatic UTM Tracking (or tagging) went in to public preview February 2023, and I wrote about how to use it to get the most from Google Analytics (and other analytic tools). Since the preview came out, it’s had a few changes that are definitely worth reviewing to give you more custom UTM tracking. Plus, the … Continue reading Custom UTM Tracking In D365 Marketing

** NOTE: If you would like to know how to do this for Real-time Marketing forms, you can view that blog post here – 06/07/2023 ** I was asked recently by a client about making sure D365 Marketing forms could be submitted if the email was a business email address. Although we can’t necessarily know … Continue reading Business Email Validation Message On Outbound Marketing Forms

When new features come out in D365 Marketing I love to check them out and learn as much as I can about them. When the Real-time Marketing segment builder was released I wasn’t the biggest fan, it felt like TOO much change. However, I am big enough to admit when I am wrong, and I … Continue reading A Guide To Real-time Marketing Segments

Creating and managing your Real-time Marketing Journeys just got easier. I’ve been asked many times about how to link Journeys to a Campaign or add additional details to provide different ways to sort and review them. If you are on the latest version (at least 1.92.2019.0, you can now edit the Journey table. You’ll need … Continue reading Table Customisation Of Real-time Marketing Journeys

One of the new features from Wave 1 of the Dynamics 365 release notes that relates to Marketing is the ability to have UTM Parameters added to your email links automatically. At the time of writing this, the feature is in preview with it target to be generally available in April 2023. You can turn … Continue reading UTM Parameters Tracking in D365 Marketing

The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release. The D365 Marketing overview can … Continue reading D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2023

You’ve got free content on your website, and all you would like in exchange is for someone to fill out a form and tell you about themselves. Providing access to case studies, white papers and eBooks is a great way to share your organisations knowledge on a subject which in turn would hopefully turn in … Continue reading Create Smarter Forms In D365 Marketing To Capture More Data