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Resources from our industry-expert staff
Why integrating your digital marketing and CRM applications is so important
CRMs are powerful tools for automation and record keeping, but did you know that they can also take on a bulk of digital marketing activities too? Finding an all-in-one CRM solution can drive success and help teams exceed expectations, all within a single workspace.
Developing an effective lead scoring model
Effective marketing strategies and tactics are designed to cultivate enough interest to make sure each sales-focused interaction has a stable foundation. Creating lead scoring models in Dynamics 365 Marketing autogenerates a score to indicate each contact or account’s likelihood of closing a deal based on interactions with websites, emails, events, and more. Scoring leads allows users to focus on the most quality prospects by cutting through cluttered sales pipelines and highlighting each lead’s progress towards becoming sales ready.
Three ways organizations can utilize real-time customer journeys in Dynamics 365 Marketing
New real-time marketing features in Dynamics 365 Marketing provide users with tools to engage customers in the moments that matter using a variety of customizable dimensions like branching paths and triggers. Insights can be harnessed by AI capabilities to automatically generate recommendations for actions when it comes to content, channels, and analytics.
Segments (marketing lists) and integrations also allow organizations to seamlessly leverage customer profile information to ensure each customer engagement utilizes the full range of tools available for an overall personalized experience.
Designing the perfect marketing email: Do's and don'ts to make your message stand out
Good digital strategy has the potential to transform business operations by driving revenue, building broad brand awareness, uncovering new and untapped audiences, boosting online engagement, and increasing customer retention and loyalty.
Email marketing is a powerful tool that shouldn't be tossed to the side. Emails grant the ability to tailor the exact information going out to recipients, customize visual elements, track analytics, and require minimal effort for a sound return on investment.
These simple tactics can be used to make sure every email packs a punch to get the most out of marketing efforts.
Managing event sponsors and vendors with Dynamics 365 Marketing
Event management is a complex feat from start to finish, but it doesn’t have to be difficult. Event planning and management tools within Dynamics 365 Marketing help guide users through every step of the process from preliminary budgeting, registration, session planning, webinar broadcasting, post-event analytics, and beyond. Users can utilize two helpful features within the event work area to manage event sponsors and vendors.
Customize digital marketing content with Dynamics 365 Marketing
Digital marketing strategies became more crucial than ever this past year, especially when many businesses realized an effective digital presence was a key factor in maintaining successful operations. Dynamics 365 Marketing takes the guesswork out of campaigns and makes it easy to put together polished digital marketing content while managing it all in one cohesive interface. Check out some of the key functionalities of Dynamics 365 Marketing that allow for a high degree of customization to branded marketing content.
Highlights of the updates coming to Dynamics 365 with 2021 Release Wave 2
Plans were recently published for the Microsoft Dynamics 365 2021 Release Wave 2, slated for release this fall. This update will feature hundreds of enhancements and improved functionalities, including robust integrations with Microsoft 365 products. These significant new capabilities will strengthen the features made available by Release Wave 1, which was rolled out earlier this year.
Managing web forms with Dynamics 365 Marketing
Digital marketing platforms typically focus on email marketing or social media marketing, while avoiding other important digital marketing aspects like landing pages, forms, and event management, Dynamics 365 Marketing differentiates itself by housing all of the features above in one place and integrating with the powerful contact and account management capabilities of Dynamics 365 Sales.
For marketing forms specifically, the true benefit lies in embedding marketing forms on external websites and collecting contact information that can be used in email campaigns or tracked as leads in Dynamics 365 Sales.
Expand Dynamics 365 Marketing capabilities with custom channels
Dynamics 365 Marketing comes out-of-the-box with a wide range of functionality. Customer journeys provide everything from quick, single-email blasts to much larger, dynamic, multi-step marketing automation processes. Content tiles within Customer Journeys allow users to drag and drop different marketing activities like emails, phone calls, appointments, workflows, and much more within a campaign.
In addition to these tiles, Custom Channels can be created to expand upon the base tool set. Custom channels can be things like social media platforms or SMS marketing that can be used within a customer journey just like the default tiles.
Maintain GDPR compliant subscription lists with Dynamics 365 Marketing
Any company that offers a product or service, collects data related to residents, or otherwise operates within the European Union must be sure it complies with the General Data Protection Regulation (GDPR). It can be a bit confusing to navigate at first, particularly for organizations in the U.S. or otherwise outside of the EU. Dynamics 365 Marketing is fully equipped and ready to easy the process of ensuring data collection procedures meet the requirements of the EU.
Maintain digital marketing content quality with templates in Dynamics 365 Marketing
When it comes to creating consistent, high-quality digital marketing content, templates are key. Content templates ensure that brand standards are met by including default colors and logos that are consistent with the brand. Templates also provide management with a way to approve design elements without needed to approve each piece of content.
Dynamics 365 Marketing provides out-of-the-box templates for landing pages, forms, marketing emails, and more while giving managers the tools to create customized templates for digital marketers to use in day-to-day work.
A breakdown of the new email designer experience in Dynamics 365 Marketing
As part of Dynamics 365 2021 Release Wave 1, Dynamics 365 Marketing received an overhaul of its email designer last month. The new designer gives a more modern look and feel in addition to new features. With the changes, users may find it a bit jarring when opening an email record for the first time. However the new layout should feel overall more streamlined after getting better acquainted.
Simplify in-person event check-ins with the Dynamics 365 mobile app and QR codes
Managing live events can be incredibly stressful and difficult for staff. From planning to taking money and managing registrations, it is imperative to have a set system and process for conducting live events. Systems like Dynamics 365 Marketing make it easier by managing registrations, logistics, and payment in one place.
But what about the check-in process? If the check-in process is mismanaged, the check-in desk can get backed up or post event reporting can be negatively affected. In this blog we’ll cover how organizations can utilize the Dynamics 365 mobile app and event registration QR codes to ensure the check-in process runs smoothly.
Send targeted surveys with Dynamics 365 Marketing and Dynamics 365 Customer Voice
Dynamics 365 Customer Voice is Microsoft’s powerful solution for customer feedback management. With it, business can easily create, send, and analyze surveys.
As part of the Dynamics 365 ecosystem, Customer Voice is easily integrated with other applications like Dynamics 365 Marketing. This integration allows businesses to automatically send out surveys to targeted segments created in Marketing.
April 2021 Dynamics 365 Marketing Update - What’s new?
This month marked the beginning of Microsoft’s Dynamics 365 2021 Release Wave 1 plans. Dynamics 365 Marketing will certainly be receiving its fair share of updates, new features, and bug fixes.
This April update Includes new features for emails, pages, social posting in addition to enhancements for some other systems in the app.
Market to target audience segments with Dynamics 365 Marketing
When people think of marketing execution, they will usually think of the more flashy, outward-facing content. However, many marketing messages would fall flat if they were not distributed to a properly targeted audience.
Dynamics 365 Marketing’s segments feature gives marketers easy tools for targeting to proper leads and contacts for their message. With shared contact data among Dynamics 365 apps, segments can be created to include active customers in Business Central, leads and opportunities from Dynamics 365 Sales, and more.
Microsoft Business Applications launch event for Dynamics 365 – What's coming
Today, Microsoft held their Business Applications Launch event for Dynamics 365 and Microsoft Power Platform 2021 release wave 1. During this event Microsoft walked through a few of many new capabilities coming to Dynamics 365 apps like Sales, Marketing, Business Central, and more over the course of April through October 2021. Here are the biggest announcements.
Bring website form data into Dynamics 365 with form capture capabilities
Dynamics 365 Marketing provides multiple ways for companies to collect data from web forms and import submission data into Dynamics 36 with marketing forms. Dynamics 365 Marketing forms allow you to build and customize web forms that can be then hosted on landing pages or using the form capture feature. This blog will walk through the capabilities of form capture and the reasoning behind using it in place of embedding Dynamics 365 forms.
Instantly connect with customers with real-time customer journeys in Dynamics 365 Marketing
Continued advancement of communication technology has provided marketers with the tools to reach audiences faster and on a broader level. As such, marketers need to keep moving faster and faster to stay ahead and keep their customers engaged.
Marketing automation tools like customer journeys in Dynamics 365 Marketing allow for that instant connection to be made when potential customers first express interest. Coming up in April, Microsoft will be releasing real-time customer journey orchestration capabilities for preview.
Building a content approval process in Dynamics 365 Marketing
Dynamics 365 Marketing is a comprehensive digital marketing platform that gives users the ability to create a wide variety of content including landing pages, forms, email designs, marketing automation campaigns, and more. With either system customizations or Power Automate workflows, marketing admins can effectively control the production and sharing of digital marketing content.
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