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Using custom fonts in Dynamics 365 Marketing content
Currently there is a decent selection of fonts available in Dynamics 365 Marketing when creating content like email messages, marketing forms, and marketing pages. While more fonts will be added in future updates, many marketers prefer to use fonts that adhere to brand standards or frankly just look better than available fonts. Web fonts provide marketers with the flexibility to stretch their creative muscles within the context of text within an email design or marketing page.
What to expect - upcoming system updates to Dynamics 365 Sales
With the recent release of Microsoft’s plans for Dynamics 365 2021 Release Wave 1, many exciting new features for the Dynamics 365 platform were announced. Dynamics 365 Sales is receiving numerous updates to make it easier and more accessible for sellers to effectively reach and communicate with their customers.
A large portion of the updates are expected in April, with more release over the following months.
What to expect: Upcoming system updates to Dynamics 365 Marketing
Microsoft has made no delay in getting started with planning updates to Dynamics 365. Recently, Microsoft put out its plan for the 2021 Release Wave 1. A multitude of enhancements and features are coming to the Dynamics 365 applications, including Dynamics 365 Marketing.
The updates to Marketing aim to make content creation easier, allow it to be distributed through more channels, and give users better tools to analyze their data. Many of these updates are expected to become available in April with the rest rolling out in the months after.
Integrate LinkedIn Sales Navigator with Dynamics 365 Sales
When integrated with Dynamics 365 Sales, LinkedIn Sales Navigator can provide sales teams with crucial information regarding their opportunities directly in the Dynamics 365 interface. But what is LinkedIn Sales Navigator?
The LinkedIn Sales Navigator is an add-on application available through LinkedIn that gives sales teams a boost in capturing and nurturing leads. It provides features like Advanced lead and company search, lead recommendations, deals, organic marketing alerts, and more.
Dynamics 365 2021 Release Wave 1 Highlights
Microsoft has recently released the preview of the updates coming with the Dynamics 365 2021 Release Wave 1 this spring. There are a variety of features coming to the Dynamics 365 ecosystem with general availability for many beginning in April and continuing to roll out through September. Early access for new features becomes available on February 1st. We have picked out some of the highlights for Dynamics 365 applications that are included in the release.
How to track Outlook Emails in Dynamics 365
If your organization uses Dynamics 365 for Sales, you can track emails from clients, vendors, leads, opportunities, etc. right from Outlook and those emails will automatically sync up to the associated record in your Dynamics 365 CRM system.
Analyze Dynamics 365 Marketing campaign performance with interactive Power BI reports
Dynamics 365 Marketing is a powerful digital marketing application that help users create marking content and distribute it manually or through automated processes. Its wide variety of tools make it effective for most marketing campaigns. Dynamics 365 Marketing has its own insights and analytics tools to help marketers learn what has proved effective and what can be improved.
However, with the use of Microsoft Dataverse and Power BI, interactive, highly customizable reports can be created to boost the visibility of important marketing data. Power BI is also a low-code solution, so, while coding knowledge can be helpful, an extensive background in development is not needed to make effective, good-looking reports.
Design, distribute, and analyze surveys with Dynamics 365 Customer Voice
Dynamics 365 Customer Voice is Microsoft’s premier solution for customer feedback management. Customer Voice provides organizations with effective solutions to build and analyze customer surveys and identify metrics they need to improve the experience of their customers.
Custom Education Solutions brings business teams together with Dynamics 365
Before making the move to Dynamics 365, Custom Education Solutions kept sales and marketing data in separate systems causing sales and marketing efforts to be slowed and disjointed. With Dynamics 365 Sales and Dynamics 365 Marketing, the sales and marketing teams can work together to reach targeted audiences and focus on the opportunities most likely to close.
Utilize Campaigns in Dynamics 365 Sales to track marketing efforts
The lines between sales and marketing continue to blur. If sales and marketing teams are not on the same page or unaware of what each other are doing to further the sales funnel, valuable time and effort can be wasted. For organizations that are using Dynamics 365 Sales, the Campaigns entity provides an introductory way to create and track marketing campaign performance and activity without a dedicated marketing application.
Make sales management easier on-the-go with the new Dynamics 365 Sales mobile experience
For salespeople in the field that spend most of their time on the road, it can be difficult to find the time to make sure their CRM data is up to date. Frankly, it is difficult to use most CRM applications on the road. The latest release of Dynamics 365 Sales expands the mobile experience to help salespeople to quickly access and update customer information on the go.
5 new Dynamics 365 Marketing features you may not have heard of
Dynamics 365 Marketing is Microsoft’s premiere digital marketing application built directly into the Dynamics 365 ecosystem. For those of you using Dynamics 365 Marketing already, you may see changes here and there as Microsoft pushes out new releases as part of Dynamics 365 2020 Release Wave 2.
Some of these features are not very visible and require additional steps to enable. We’ve put together a list of 5 new features in Dynamics 365 Marketing that can immediately impact your marketing operations and make life easier for your marketing team.
Online event management for professional services organizations with Dynamics 365 Marketing
In the work-from-home era, companies like professional service organizations have been forced to adapt to a rapidly changing environment. Engaging with audiences without in-person interactions can seem like a daunting task. However, applications like Dynamics 365 Marketing do the work to help companies keep their customers engaged.
New updates coming to Dynamics 365 Marketing in Release Wave 2
Microsoft Dynamics 365 Marketing has proven itself a powerful catalyst for creating and maintaining strong customer relationships. Microsoft’s update release wave 2 further enhances Dynamics 365 Marketing by giving users better tools for, and better control over, the processes they already do so well.
There are big quality of life and UI enhancements coming to Customer Journeys, increased functionality and performance monitoring for social post, and integration with Microsoft Teams for easy webinar and event management.
Internet Explorer is going away - should you still use it for Microsoft 365 and Dynamics 365 access?
Microsoft recently announced that Internet Explorer Internet Explorer 11 will no longer be supported by Microsoft 365 applications. Don’t panic – Internet Explorer users have until August 17, 2021 before the tried and true browser is officially retired, however it is important for organizations using Dynamics 365 and Office 365 to begin developing a plan to use another browser for day to day access.
There’s a new customer journey experience in Dynamics 365 Marketing
Coming soon, the Customer Journey entity will see a revamp making it even easier to create and manage automated marketing campaigns. These campaigns range from a simple email blast to an extended drip campaign that reacts to how the target interacts with the campaign content. Learn more about building more complex customer journeys here. Here is a glimpse at what’s coming to early release in September and general availability in October.
Microsoft releases plans for Dynamics 365 updates in 2020 Wave 2
Twice each year, Microsoft gathers all projects under the umbrella of the Dynamics 365 label and hashes out a roadmap for every moving piece of the suite. The result is a huge document covering all Dynamics apps including Marketing, Sales, Finance and Operations, Human Resources, Commerce, Fraud Protection, Business Central, and Customer Voice, and a number of smaller subdivisions under each of these apps.
What’s new in Dynamics 365 Marketing?
The May 2020 Update for Dynamics 365 Marketing was recently released. With this release come new features, performance upgrades, and bug fixes. If you have been watching Dynamics 365 updates closely, you’ll know there have been regular, monthly updates over the last 6 months.
The May release marks the final point in the Dynamics 365 Marketing 2020 release wave 1 plan. All features mentioned in release wave 1 plan are now generally available to all Dynamics 365 Marketing implementations. So what are the new features you should be aware of? Let us go through them.
Using downtime to train outside sales staff
An accounting team may be able to successfully enter sales orders or compile financial reports, but an outside sales team may struggle to interact with prospects remotely. For under-utilized departments like sales that are stuck at home, now is the perfect opportunity to train them on CRM processes that will improve their performance and data tracking when they have the chance to hit the field again.
Coordinate effective drip campaigns with Dynamics 365 Marketing
Digital marketing technology and strategies are constantly evolving. With new technologies, many new marketing strategies develop quickly to help make use of the new mediums we now have access to. One such marketing strategy, drip marketing, is a modern way to market to a specific set of potential customers through targeted emails with relevant information that can help convert them into an opportunity and ultimately a customer.
Microsoft’s new marketing platform, Microsoft Dynamics 365 Marketing, can help provide businesses with the tools they need to execute complex marketing strategies like drip campaigns.
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