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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Interactive Customer Journeys 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. This blog post…

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Entity Dashboards in the new Dynamics 365 UI

Entity dashboards If you spin up a trial  of our Dynamics 365 Spring 2017 release (aka v9) you’ll also get the Sales Hub app. In this app you can work with dashboards as you always could, but you will also find a new type of dashboard – the entity dashboard (very similar to the dashboards…

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How to Create Landing Pages in the new Dynamics 365 for Marketing

Landing Pages in Dynamics 365 for Marketing A landing page is a webpage that functions as a customer touchpoint for one of your marketing initiatives. For example, you might send out an email message that invites recipients to sign up for a free white paper download. To get the download, message recipients must select a…

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How to Create a Dynamics 365 for Marketing Trial

Dynamics 365 for Marketing Growing businesses need more than basic email marketing tools to turn their prospects into business relationships. Microsoft Dynamics 365 for Marketing is available in public preview for organizations seeking a marketing automation solution that tightly integrates with your CRM system to allow transfer of lead information seamlessly between marketing and sales,…

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Try Dynamics 365 for Marketing

Dynamics 365 for Marketing Growing businesses need more than basic email marketing tools to turn their prospects into business relationships. Microsoft Dynamics 365 for Marketing is available in public preview for organizations seeking a marketing automation solution that tightly integrates with your CRM system to allow transfer of lead information seamlessly between marketing and sales,…

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How to Export and Import Voice of the Customer Surveys

So you’ve built a Voice of the Customer Survey in one of your Dynamics 365 tenants, and now you would like to use that survey as a starting point for a new survey in another Dynamics 365 tenant. How can that be done? Can you export a survey and import it into another tenant? I’ve seen…

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Working with Survey and Question Responses in Dynamics 365 Workflows

On our new and improved documentation site Microsoft Docs you can find technical documentation, API reference, code examples, quickstarts, and tutorials for developers and IT professionals, including an article on how to leverage the Voice of the Customer (survey) solution included with your Dynamics 365 system – Get feedback by using Voice of the Customer…

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Virtual Entities – Relationships

In my post Virtual Entities I walked through the steps of creating a Virtual Entity using the data source “http://services.odata.org/V4/OData/OData.svc” Another open data source is “http://api.purdue.io/odata” (publicly accessible), which lets us leverage a 1:n relationship that exists between (course-) subjects and courses in that provider to create and relate two virtual entities. So if I…

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Virtual Entities Demo Solution

In a previous blog post Virtual Entities I listed the steps to create a Virtual Entity. Demo Solution To test a virtual entity you can Create a Dynamics 365 free trial Download and import the demo solution used in the above mentioned blog post Please go here to get the link to the trial page…

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