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Suppression segments for responsive Customer Journeys in D365 Marketing
Customer journeys - if used with a simple segment trigger - will not respect updated information about a contact. My worst fears came true, in this article I explain how to get the customer journey to 're-check' segment membership during a live journey
Enjoyable Data Entry with AImee: Powered by Microsoft Form Processing
Meet AImee your data entry assistant. She works for free and never even takes a toilet break. She is available to work any time and all the time. She is the brainchild of Microsoft AI Builder. She will turn paper entries into Dynamics 365 Marketing contacts so we can leverage D365 marketing automation to thank the competition entrants and identify the winner to claim their prize!
Part Six - The Market of Marketing with Dynamics 365
Lets finish up with exploring:
User experience
Compatibility with D365
Access to help & support
Implementation
Part Five - The Market of Marketing with Dynamics 365
Welcome to the penultimate episode of The Market of Marketing with Dynamics 365 and what a journey it has been so far. Here we will explore:
Data privacy
Data insights
Integration with Dynamics 365
Part Four - The Market of Marketing with Dynamics 365
Welcome to part four, did you know four is the only number in English that is equal to the number of letters in its name? Now you do!
In this section we will take a deep dive to compare the following features across D365 for Marketing, ClickDimensions, Adobe Campaign & Marketo:
Lead scoring
Surveys
Subscriptions & communication preferences
Leveraging the power platform
Part Three - The Market of Marketing with Dynamics 365
Welcome to part three, hopefully a little more visually exciting as I promised. In this section we will take a deep dive to compare the following features across D365 for Marketing, ClickDimensions, Adobe Campaign & Marketo
Marketing content creation
Event management
Marketing beyond emails
Part Two - The Market of Marketing with Dynamics 365
Welcome to part two of The Market of Marketing with Dynamics 365. In this section we will take a deep dive to compare the following features across D365 for Marketing, ClickDimensions, Adobe Campaign & Marketo
Cost
Data Storage
Segmentation
Part One - The Market of Marketing with Dynamics 365
In this series of articles, I will share with you my analysis of the strengths and weaknesses of marketing automation with Dynamics 365 Customer Engagement, so you can better advise your customers on what the best marketing solutions for them.
Due to the abundance of marketing automation software available, for the purpose of this series we will be assuming that the customer already has or will have D365 CE for their CRM functions. I will be focusing on D365 for Marketing, ClickDimensions, Adobe Campaign & Marketo for my recommendation.
Portal issues? Just turn it off and back on again
We might be in the cloud, but Dynamics Portals still sometimes require a good old traditional 'turn it off and back on again' approach. There are three ways this can be done but choose your approach wisely!
Delivering Redundancy – how to design yourself out of a job
In this article we explore how to nurture empowered users through each stage of the project engagement, learnt from my experiences, successes and failures in reaching redundancy.
Relevance Search in D365 - the good, the not so good and the things to consider
I stumbled upon relevance search while revising for the exam MB-200: Microsoft Dynamics 365 Customer Engagement Core. After reading a brief overview my curiosity was peaked as to how it all works and just how 'relevant' the searching might or could possibly be. It turns out that it's pretty impressive at both a user experience and technical level, but only your system configurations are made knowledgeably.
The Power of Dynamics – Proving it’s not “Just a CRM”
As a Dynamics Consultant specialising in Customer Engagement (i.e. CRM), I regularly come up against user misconceptions and presumptions of what D365 is or what it does. I often want to lie on the floor and commence a kicking and screaming tantrum along the line of “it’s not just a CRM!”.
CRM V0.1 to Dynamics 365 and Beyond
Let’s recap the highs and some lowlights of how CRM 1.0 has come to form a cornerstone of Dynamics 365 and the almighty power platform we know today.