In today’s tip, MVP Amey Holden reviews the revamped event management experience in Dynamics 365 management. From the official documentation: Use marketing forms in events: Event planners are able to use forms within the Marketing application to create forms for event registration, which enables event planners to build registration forms using a familiar drag-and-drop interface […]
Marketing data becomes much more usable in Dynamics 365 2020 Wave 1, with the ability to export the results of your customer journeys to Excel. In today’s video tip, MVP Amey Holden shows how this new feature works.
Microsoft continues to enhance Dynamics 365 Marketing, and the 2020 Wave 1 release includes some nice enhancements to the segment builder. Watch today’s video tip from MVP Matt Wittemann to learn more.
Today’s tip is from marketing superstar Allison Fierce. Got any tips? Send them to jar@crmtipoftheday.com. Are you trying to reference a custom lookup field on your contact record when building Segments in D365 for Marketing? Are you not getting any members? It might be because of you haven’t enabled the entity for segments. Enabling an […]
Some Dynamics 365 administrators have found that installing Dynamics 365 for Marketing in their dev environment prevents them from moving their configuration changes to production. Trigger warning–licensing talk ahead (but trust me, it will be worth it) To understand why this is, you first have to understand how the marketing solution is licensed. Unlike almost […]
Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name. Reader Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. […]
The shroud of NDA secrecy around Dynamics 365 for Marketing has been lifted and you can now watch Introduction to Dynamics 365 for Marketing. EDIT 08-Feb-2018 Official announcement is available as a post by Kishan Chetan, Principal PM Manager, Dynamics 365 for Marketing. Tired of reading? You can now listen to Steve “Mr SMB” Mordue […]
Today’s tip comes from Jeff Weresch. Got a tip? Send it to jar@crmtipoftheday.com. Want to have more control over the formatting or spacing of your questions in Dynamics 365 Voice of the Customer? You can use html codes to control how the text will be rendered. For example, we want “Highly Dissatisfied” to appear over […]
Today we welcome to the jar Steve “Mr SMB” Mordue. (And you can submit your tips too by emailing them to jar@crmtipoftheday.com.) tl;dr Don’t use Dynamics 365 to blast marketing emails because in worst case scenario either your email server will get blacklisted or you will be suspended / banned from the email service. Instead, […]
We’ve known for more than 6 months that Microsoft has selected Adobe as its preferred marketing service for Dynamics 365 Enterprise. While solution details are still sketchy, the good news is that you can already start your journey to become an expert in Adobe Marketing Cloud solutions, long before the integration is released. If you […]
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