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Should I Move From Dynamics Marketing to Customer Insights?

Customer Insights?

In July 2023, Microsoft announced the merger of Dynamics 365 Customer Insights and Dynamics 365 Marketing into a new unified offering called Dynamics 365 Customer Insights. The new app will be available from 1 September 2023 In this article, we’ll outline what’s changing, what stays the same, and how you can prepare for the transition. […]

Dynamics 365 and the Power of Feedback: Customer Voice

dynamics and customer voice

Why listen to your customers? Listening to your customers isn’t just about gathering a few online reviews or going through some survey responses. It’s about fostering a two-way conversation where you understand their pain points, expectations, and the little things that can make a big difference. By doing so, you’re not just ensuring a customer […]

Hidden Marketing Features of Dynamics 365 Sales

Hidden Marketing Features Dynamics Sales

How to Use Dynamics 365 Sales for marketing without buying Dynamics 365 Marketing (Customer Insights) Includes HTML email editorsMarketing automation Analytics In the first blog post in this series we looked at marketing campaign management in Dynamics 365 sales. In this blog we’ll look at some of the marketing features you might not know about […]

How To Run Marketing Campaigns With Dynamics 365 Sales

How To Run Marketing Campaigns With Dynamics 365 Sales

How to Use Dynamics 365 Sales to create marketing campaigns without buying Dynamics 365 Marketing Microsoft recently released Dynamics 365 Marketing which is a fantastic, fully featured marketing system. However, for some businesses, Dynamics 365 Marketing is too expensive or cumbersome, so there is another option… Marketing Using Dynamics 365 Sales You’ll find these features […]

Dynamics 365 Customer Insights (Marketing) FAQs : Sending emails

Sending Emails in Dynamics

Our frequently asked questions about customer journeys, segments and deliverability in Dynamics 365 Customer Insights (Marketing) When do customer journeys start sending emails? Often users set up customer journeys (outbound marketing) and nothing happens. A customer journey starts sending emails when:The start time has passed It’s easy to miss this setting in the General tab […]

Dynamics 365 Marketing: What’s New – April 2022

Marketing Wave 2

Here’s what improvements you can expect between April 2022 and September 2022 if you use Dynamics 365 Marketing. The updates are part of Microsoft’s Wave 1 release cycle Real-time marketing: trigger a Power Automate flow or another journey from within a journey You’ll see a new journey tile – trigger an event. You add this […]

How To Create Simple Text Emails in Dynamics Marketing (Customer Insights)

Simple text emails featured image

Dynamics 365 Marketing (Customer Insights) has a great drag and drop editor, which is simple to use and produces great looking emails. However, sometimes, you may want to send out simple text based messages which are more like ones made in an email editor such as Outlook. Why send plain text emails? To make your […]

Dynamics 365 Marketing FAQs : Creating emails

Creating Emails

Dynamics 365 Marketing is now called Dynamics 365 Customer Insights The questions we’re most often asked about building emails in Dynamics 365 for Marketing Can I check my email will look good on all apps and devices? Yes, this is easy. Dynamics Marketing has a powerful built-in system from Litmus for previewing your email on […]

Dynamics 365 Marketing FAQs : Setting up Marketing

Dynamics Marketing FAQs

Dynamics Marketing is now known as Dynamics 365 Customer Insights Here’s the most popular questions we’ve heard about about Dynamics 365 Marketing setup. How do I install Dynamics 365 Marketing? If you have Dynamics 365 Sales and you’ve purchased a licence for Marketing, then it’s quite straightforward What licence do I need to install Dynamics […]

How to Send Customer Voice Surveys with Dynamics 365

How to send surveys in Dynamics

You might want to send surveys to your customers to get feedback about Or you might want to send out a poll to gather opinions from a large set of people The preferred option to send feedback forms and surveys in Dynamics 365 is to use Microsoft Customer Voice (previously Forms Pro) Do I have […]

How to Create Subscription Centres in Dynamics 365 Marketing

Subscription Centres in Microsoft Dynamics 365 Marketing

Email subscription management using Dynamics 365 Marketing NOTE: Dynamics 365 Marketing is now called Dynamics 365 Customer Insights Subscription centers are webpages where subscribers can manage what email content they’d like to receive. In Dynamics 365 Marketing, email lists are called subscription lists. What is a subscription list? Subscription lists are a special type of […]

Dynamics 365 Marketing : What’s New – April 2021

During April and May 2021 Microsoft begin rolling out updates to Dynamics 365 Marketing. This is part of their regular release cycle – this is Dynamics 365 Marketing 2021 release wave 1 The most interesting updates are Personalised customer journeys – a move away from prescriptive journeys to reactive, individually tailored journeys An industry leading […]

Can We Send Marketing Emails and Build Campaigns with Dynamics?

Can we send out and track emails, and build email campaigns with Microsoft Dynamics?

Using Microsoft Dynamics 365 for email marketing Absolutely, You Can Send and Track Emails with Microsoft Dynamics 365! One of the fantastic features of Microsoft Dynamics 365 is its capability to streamline your email communications and create effective nurturing campaigns. Here’s how it works: Sending and Tracking Emails: Whether you’re using Microsoft Outlook or the […]