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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How to embed Dynamics 365 for Marketing Forms on your own website

Dynamics 365 for Marketing provides a complete solution for designing, publishing and hosting your Marketing Pages Out of the Box Dynamics 365 for Marketing Marketing Pages and Marketing Forms are hosted on your CRM Portal included with the Dynamics 365 for Marketing app, but you can also embed your Dynamics 365 for Marketing Forms on…

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Add advanced logical processing to your email design in Dynamics 365 for Marketing

To make the content of your emails even more personal to recipients in Dynamics 365 for Marketing you can use a combination of three things Handlebars.js, syntax for writing dynamic logic Assist-Edit button, helps you construct valid dynamic expressions Test Send button, helps you simulate a recipient to test the logic and expressions In this…

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Working with Subscription Centers in Dynamics 365 for Marketing

A Subscription Center in Dynamics 365 for Marketing is a Marketing Page that known contacts can use to manage their communication preferences and contact details with your organization. All marketing email messages that you create by using Dynamics 365 for Marketing must include a link to a subscription center, and they will fail the error…

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Segments in Dynamics 365 for Marketing

Your marketing effort will benefit from targeting contacts that fits the target profile for recipients of your messaging – socalled segments. Segments are a strategic division of contacts with similar characteristics, eg. demographics or behavior. In Dynamics 365 for Marketing, you can easily define segments in a simple way using logical expressions or in a…

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Dynamics 365 for Marketing Event Registration Experience

In a previous blog post I walked through how to setup an event in Dynamics 365 for Marketing. Once your event is modelled in Dynamics 365 for Marketing, you will want your audience to sign up for the event. Dynamics 365 for Marketing provides many tools to help you do this, one of them being…

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How to Change Portal Banner Images in the Dynamics 365 for Marketing Event Portal

In Dynamics 365 for Marketing you can manage events and expose these events to your audiences via the event portal included with Dynamics 365 for Marketing. The portal page for new events will leverage a default image of a vivid city channel by night. In my previous blog post “Event Management in Dynamics 365 for…

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Event Management in Dynamics 365 for Marketing – Quick Start Guide

Event Management Many organizations organizes events (eg seminars, trade shows, conferences and more) to engage with external and internal audiences. The planning and successful execution of a an event can be a fairly intricate and varied process, with a lot of details to be coordinated across various tasks. This can include creating event passes &…

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Lead Scoring in Dynamics 365 for Marketing

Microsoft Dynamics 365 for Marketing is designed to help you nurture more sales-ready leads, align sales and marketing and make smarter decisions. Most importantly, Dynamics 365 for Marketing works together with Dynamics 365 for Sales on the same platform which aligns teams with common data, connected processes and Office 365 collaboration tools. Automatic lead generation…

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