How to build a segment off of a static marketing list

Segments is the starting point of customer journeys in Dynamics 365 for Marketing. The segment builder is a very powerful tool to build even the most complex dynamic segments. However, I often get asked how to build the most simple segment – a segment built off of a static marketing list. This will enable scenarios…


Comparison: Dynamics 365 for Marketing and ClickDimensions

Until 2018 customers in need of marketing automation with their Dynamics 365 had to opt for third-party solutions, like ClickDimensions. Now many Dynamics 365 customers are looking at Dynamics 365 for Marketing to turn prospects into business relationships, for reasons like cloud architecture, intelligence, performance, vendor strategy and more. The features in Dynamics 365 for…


Email Reaction Time in Dynamics 365 for Marketing – First Look

If you (like I) opted in for the Early Access to the April Release you can already now take a peak into some of the upcoming features, eg “email reaction time” – a new feature to display how quickly a contact reacts to messages arriving at different times. Simply navigate to a contact who recieved…


Social Posting from Dynamics 365 for Marketing – First Look

Social posting With the upcoming April 2019 release of Dynamics 365 for Marketing you can create social content for multiple channels and schedule social posts to hit the web in sync with your overall campaign. This lets you synchronize audience communication across channels using a single platform. Social posting is enabled by a new outbound…


How to Build a Segment of Repeat Website Visitors in Dynamics 365 for Marketing

Dynamics 365 for Marketing is a rich app to support your marketing automation purposes. You can build customer journeys, segments, emails, landing pages, events and more. See these blog posts for more. Dynamics 365 can also collect information about how your website(s) is used by its individual visitors. To enable the feature, Dynamics 365 generates…


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…


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…


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…


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…


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…