Marketing
Dynamics 365 Word Templates in 9 easy steps
In this blog, I will demonstrate how to create Dynamics 365 Word Templates in 9 easy steps. Dynamics 365 natively integrates with the Microsoft 365 suite of products which includes Word. There are third party vendors (see link at bottom page) with products that extend the functionality available from Microsoft, especially for document creation, management…
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ClickDimensions: An Introduction and Overview
We recently asked one of our customers to give us an introduction to ClickDimensions, based on her experiences of the product. This post is based on what she told us: I have been in the CRM and Dynamics arena for around 4 years and a product I had heard a lot about is ClickDimensions. At…
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3 things that Membership Organisations need to do now in order to stay relevant
Membership organisations that want to continue to exist need to listen to and adapt to the evolving needs of their audiences. Membership organisations that don’t innovate will inevitably meet the same fate as a slowly sinking ship. We all know that there are difficult times ahead, as we attempt to start kickstart our normal lives…
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Forms Pro: The free survey tool for Dynamics 365
In times of uncertainty we could all use a helping hand. Here’s a great tip if you’re already using Dynamics 365 and you have a need to create forms, quizzes or surveys. Did you know that you also have free access to use Forms Pro? … Well, you’re not the only one, it seems a…
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Four reasons I wouldn’t use Dynamics 365 Marketing’s “send now” feature in a production environment.
Microsoft recently released a much needed and requested feature for the Dynamics 365 Marketing product called Send Now. With this feature, marketing users can “instantly” send a marketing email to one or more individuals. Dynamics 365 CRM users can do this without requiring knowledge of how to create a customer segments and customer journeys and…
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Taking a snapshot of a D365 Marketing subscription list
D365 Marketing Subscription Lists One of the great features of D365 Marketing is the use of subscription lists. Subscription lists can be surfaced through D365 Marketing emails so that when a customers receives a marketing email, they can click on a link in the email and be presented with their current preferences in the form…
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Dynamics 365 for Marketing vs ClickDimensions (part 2)
This is the second part of a two-part post comparing the user experience of Microsoft Dynamics 365 for Marketing versus ClickDimensions in a basic functional area. In part-one we went through the experience of creating an email template with Dynamics 365 for Marketing. ClickDimensions The ClickDimensions experience is as follows; The first step is…
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Dynamics 365 for Marketing vs ClickDimensions (part 1)
Introduction For users of Microsoft Dynamics the obvious choice for digital marketing has, for years, been to use ClickDimensions. This is due to the fact that ClickDimensions is entirely designed and built around Dynamics 365 and it sits, natively, right within the Dynamics interface. In spring 2018 Microsoft launched their own marketing product suite to…
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Dynamics 365 for Marketing: How to create an Event (part 3) – Passes, Registrations and Feedback
This final post in our three-part series on creating and managing an event with Microsoft Dynamics 365 for Marketing will look at creating Passes (tickets) for an event. We will take a look at how to customise the registration experience with our own set of bespoke questions and how to deal with the allocation of…
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Dynamics 365 for Marketing: How to create an Event (part 2) – Sessions, Tracks, Speakers and Sponsors
Sessions, Tracks, Speakers and Sponsors There’s a lot more to putting on an event than just a date and a venue. In the last blog post we looked at how to create a basic event in Dynamics 365 for Marketing. In this blog post we are going to flesh out that event a little and…
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