Be Prepared with the New Playbooks in Dynamics 365 for Sales

Playbooks Dynamics 365 for Sales is introducing Playbooks, a new capability to help you automate repeatable sales activities and respond to external events. In the age of the customer, buyers have the upper hand in the relationship with sellers. With nearly limitless access to information, they can dictate their own customer journeys, rather than follow…

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Make the most of the new Dynamics 365 App for Outlook

Everybody loves Outlook. Most of our daily communication and planning takes place in Outlook. Some argue that Outlook is the first thing you open when the day begins, and the last thing you close when the day ends. Many of us also work with business relations (customers, prospects, contacts, accounts, etc) on a daily basis….

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Avoid Messaging Overload with the New Marketing Calendar

As you create and go live with more and more customer journeys in Dynamics 365 for Marketing the risc of recipients being overloaded with messages increases. To help you spot and avoid overloaded time frames we’ve added a new marketing calendar to Dynamics 365 for Marketing. To see all your customer journeys in a calender…

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Reusable Content Blocks – First Look

Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the upcoming October ’18 release, one of the new capabilities is Reusable Content Blocks. With Reusable Content Blocks in Dynamics 365 for Marketing you can define and store reusable…

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How to Add Users to a Dynamics 365 for Marketing Trial

A lot of customers are evaluating Dynamics 365 for Marketing in our free trial offering. The free trial of Dynamics 365 for Marketing trial is set up with one user (the admin). To add more users to the trial please follow along in the below walk-through. As an admin of my trial I navigate to…

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Leverage the power of LinkedIn in Dynamics 365

  So you have Dynamics 365 and a LinkedIn Sales Navigator (LISN) license. Now you’d like to leverage the power of LISN in your Dynamics 365 – eg see all common connections between you and a new lead right there upon the lead creation, in order to allow for warm introductions. We’ve published a new…

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Get Certified in Dynamics 365 for Marketing

If you plan to implement, use, maintain, or support Microsoft Dynamics 365 for Marketing in your own or your customers’ organizations you might want to look at being certified in Dynamics 365 for Marketing. Look no further; Microsoft Dynamics 365 for Marketing Exam MB2-719 is here. Skills being measured Set up and configure Microsoft Dynamics 365…

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How to Add Waitlists to Events in Dynamics 365 for Marketing

Its easy to set compelling events up in Dynamics 365 for Marketing and facilitate registration on the included portal. Attractive events will often receive more registrations than the capacity allows. However, it often the case that some registrants won’t attend after all – for reasons of their own. To allow for late registrants to attend…

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GDPR compliance made easy – consent management in Dynamics 365 for Marketing

Under the General Data Protection Regulation, GDPR, the topic of consent has become a core tenet and is included in the data protection law. Consent is understood as “any freely given, specific, informed and unambiguous indication of the data subject’s wishes by which he or she, by a statement or by a clear affirmative action,…

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Marketing Insights for Sellers

In Dynamics 365 for Marketing marketeers can setup customer journeys with marketing emails, marketing pages and more to target contacts. All the insights derived from this effort is readily available on the Insights form, included with virtually all entities in Dynamics 365 for Marketing, including the Contact entity. You get interaction timelines, interaction breakdowns and…

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