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Puma Investments is a financial services group which offer a range of award-winning investments across private equity, property finance and quoted equities . They needed a marketing platform to support their demands, whilst getting the best out of Dynamics 365. After researching Dynamics 365 for Marketing (“D4M”) they came to us to guide them on their D4M journey..... More

Dynamics Day in the Life - Puma Investments

CRM Consultancy | 10/07/2020 12:17:00

In the Dynamics 365 personal settings you are able to change the time settings to suit the time zone you operate from. These personal settings however do not transfer over to Dynamics 365 for Marketing. In order to change this setting so your customer journeys go at on the time scheduled you need to follow these steps. 1..... More

Dynamics 365 for Marketing: Changing the Time Setting

Ciaran Reynolds | 06/05/2020 09:00:00

At CRMCS, we are big fans of using Microsoft Teams to pull all our Collaboration into one place. When we look at Dynamics 365 Marketing, we can implement a powerful level of Reporting by combining Power BI with the Marketing App. Earlier articles on this blog look at how this is done with Azure Storage and then Power.... More

Dynamics 365 Marketing Reports in Microsoft Teams

Paul McQuillan | 23/04/2020 07:30:00

Assuming we have followed the previous guide to connect the Interaction Data from Dynamics 365 Marketing to our Azure Storage, we can connect this Data to Power BI to start producing detailed analytics for Dynamics 365 Marketing. This guide will focus on how to get started with Power BI using the Dynamics 365 Marketing Template Packs. First, we.... More

Power BI Setup for Dynamics 365 Marketing

Paul McQuillan | 22/04/2020 07:30:00

Dynamics 365 Marketing gives excellent Insights on each Contact or Customer Journey involved in a Campaign. We can see this by opening our Action or a Contact to see the timeline of engagement we have had: The Insights that Dynamics 365 Marketing shows for a Contact included in our Marketing Activities through Segmentation. .... More

Reporting on Marketing Interactions with Dynamics 365 Marketing

Paul McQuillan | 02/04/2020 10:00:00

You do have the ability to add a preheader to your Marketing Emails but it’s not entirely clear. Luckily we will run through adding a preheader in this blog post. In order to add a preheader you need to ensure you have text in the first section of your email and if you are using a section with.... More

Dynamics 365 for Marketing: Add Preheader to Marketing Emails

Ciaran Reynolds | 08/01/2020 15:00:00

When creating Marketing Emails you have to make sure you include a subscription centre and a physical address but what if you have multiple brands/offices that don’t use the same address? This issue can be resolved by creating multiple Content Settings records. First of all you need to create a new content settings record. Navigate to Content Settings,.... More

Dynamics 365 for Marketing: Using Multiple Content Settings

Ciaran Reynolds | 08/01/2020 13:00:00

Dynamics for Marketing allows you to add Marketing Forms to Marketing Pages, which are hosted on the Microsoft Portal, that forms your Dynamics for Marketing tenant. Most people would want to host their Marketing Forms on their own website, and this is possible with Form Hosting. First of all you need to create a Marketing Form and make.... More

Dynamics 365 for Marketing: Embedding a Marketing Form on a website

Ciaran Reynolds | 04/12/2019 15:45:00

Whilst creating segment made up of multiple rows and relationships you might be confused when you try to to save and you get the error message “SegmentQuery: You have exceeded the maximum number of 2000 characters for this field”. The reason for this is the query field. Like any text field in Dynamics there is a.... More

Dynamics 365 for Marketing: Maximum number of characters for a segment

Ciaran Reynolds | 04/12/2019 12:00:00

When creating segments you may have noticed that a lot of entities are missing from your drop down. You can enable any entity, including custom ones to your segments by following these simple steps. Your first step is enabling your selected entity for tracking. To do this you need to go to settings and customisations. .... More

Dynamics 365 for Marketing: Enabling Entities for Segments

Ciaran Reynolds | 03/12/2019 16:30:00

Why is the Authenticated Domains area of Dynamics 365 Marketing appearing as blank in the Marketing App Settings? This is because the current User does not have Read Access to the Authenticated Domain (‘msdyncrm_setupdomain’) Entity within the Dynamics, and so cannot read the list of Authenticated Domain Records via the Common Data Service. This presents as a blank.... More

Authenticated Domains appear as Blank for Dynamics 365 Marketing

Paul McQuillan | 14/11/2019 09:30:00

If you have an existing Tenant of Dynamics 365, then you can easily trial Dynamics 365 for Marketing by adding a new Environment to your Tenant specifically for Dynamics 365 for Marketing. This is completely free to evaluate the Marketing functionality for 30 days – and as a separate environment will avoid any overlap with your existing use of.... More

Getting Started with a Dynamics 365 for Marketing Trial

Paul McQuillan | 14/10/2019 10:00:00

Segments within Dynamics 365 for Marketing are a great way of breaking down your database down into more focused groups. The first thing to understand about segments is that there are 3 types. Static, Dynamic and Compound. If you have used Marketing Lists then you will be familiar with how Static and Dynamic lists work and a Segment.... More

Dynamics 365 for Marketing: Segments

Ciaran Reynolds | 10/10/2019 11:30:00

Authenticating your domains within Dynamics for Marketing is beneficial for a number of reasons. They give your marketing emails credibility, meaning your carefully put together newsletter won’t end up in the junk/spam folder. In order to authenticate your domain you will need to add a few records to your domain. For this example we will be using GoDaddy. .... More

Dynamics 365 for Marketing: Authenticating Domains

Ciaran Reynolds | 09/10/2019 17:00:00

Dynamics for Marketing makes adhering to GDPR much easier through the use of subscription centres. Dynamics for Marketing blocks you from sending out marketing emails, unless you provide an unsubscribe link. This blog post will show you how to manage your subscription centre and customise your unsubscribe form. By default Dynamics for Marketing creates a subscription centre form.... More

Dynamics 365 for Marketing: Managing Subscription Centres

Ciaran Reynolds | 09/10/2019 16:00:00


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