Marketing
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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Dynamics 365 for Marketing: How to create an Event (Part One)
Event Management in Dynamics 365 for Marketing Dynamics 365 for Marketing is Microsoft’s business application designed to meet the marketing requirements of a company or organisation in the small to medium sized enterprise sector. It was launched earlier in 2018 and is shaping up to be a great fit, alongside other Dynamics applications such…
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10 Simple features of Microsoft Dynamics 365 that will help your CX Strategy – Part 1
We hear you … “We’ve done digital transformation”…. “We’ve updated our privacy statements for GDPR”…. “We’ve disrupted until we end up being the norm again”…. The next big thing Refreshingly, the next big thing in business seems to be paradoxically looking back to old school values and is based around something that never gets old.…
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InboxCast – The ClickDimensions feature that puts marketing power in the hands of mere mortals
Imagine, as an account manager, you start typing a really useful email to a client about some updates to your products and then you think…hang on, this would be useful to send to all my clients as a personalised email. So, you then spend the next 60 minutes cutting and pasting the email text into…
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Dynamics 365 for marketing: creating a segment
Once you have your Dynamics 365 for Marketing trial set up then the next thing you will want to do is to start creating some segments of contacts to work with. In this blog we will take a look at how to create a segment in Dynamics 365 for Marketing as well as some of…
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