I’ve long been a fan of marketing applications. I like the balance of order and creativity, of analysis and assessment. Dynamics 365 Marketing has changed and improved drastically within the past few years, making it one of the strongest options available, especially for customers already using other aspects of Dynamics 365 Customer Engagement (Sales, Customer Service, Field Service etc.).
I thought it would be fun to do a video series covering the A to Z of D365 Marketing. One feature for each letter of the alphabet. I’ll update this page with each new video, which will start on Monday, April 5th 2021 and end on Friday, April 30th 2021. If you want to make sure you don’t miss any videos, click the button below to subscribe to my YouTube Channel.Yes Please, Subscribe Me!
Use the email accessibility checker to help make sure the content is easy for people of all abilities to read
Using Content Blocks in the D365 Marketing App can save time, and make sure emails and landing pages are consistent.
Use your Content Settings to the full extent by setting up your social media links, forward to a friend and subscription center links.
Make sure you set up your Domains to claim ownership, and to make sure your emails are authenticated to prevent them going to spam or even getting blacklisted.
Of course! Marketing Emails are one of the most important parts of Dynamics 365 Marketing, it has to be Emails.
Did you know you can set up a forward to a friend form? Give your customers the opportunity to send your emails on to their friends and family if they wish!
There are a few approaches you can take in terms of making sure you are compliant with GDPR. Make sure you review and understand what’s right for your organisation.
If you want to make changes to your emails, forms or landing pages, just dig in to the HTML. Just making small adjustments can make a big difference!
There are so many places to check Insights! Make sure you know where to go and how to review them.
Customer Journeys are really the main core of the Dynamics 365 Marketing App.
Keywords will help you manage and organise your file library, making it faster and easier to filter when looking for images.
Using the Lead Scoring feature can help you automatically transition Leads to a Marketing Lead and on to a Sales Lead based on your own set of criteria.
There are four different types of Marketing Forms you can create depending on your requirements. Take a look at some of your options.
Have you checked out the Natural Language Queries functionality yet? See how it works when building segments.
Did you know you can use Optionset type form fields combined to make cascading style questions?
Social Media posts of course! Share content and engage with your audience on Facebook, Twitter and LinkedIn.
Do you know what your quota limits are and how to understand them?
You can set up redirect URL’s in the Dynamics 365 Marketing App, giving you the ability to easily and quickly track traffic and Insights for a specific web page.
Make sure you set up Subscription Lists so people can opt in and out of specific types of content.
Templates can be set up for so many aspects of the Dynamics 365 Marketing App. We take a look at a few of them in this video.
Sad as it might be, sometimes people want to unsubscribe from content. Understand how we make that possible for them to manage that option themselves.
Have you set up your website tracking in Dynamics 365 Marketing? Make sure you do so you have Insights at your fingertips.
Did you know you can export data is various places throughout the D365 Marketing App?
YouTube can be used in a few different ways within the Dynamics 365 Marketing App. Check out how I have approached it here.
Make sure you get the big picture, and zoom in to places to see as much detail as possible.