Dynamics 365 Marketing Demo

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Күн бұрын

This video is a demo and overview of the core capabilities of Dynamics 365 Marketing (Outbound Marketing), showing segments, marketing emails, customer journeys and insights.
0:00 - Dynamics 365 Marketing overview
0:34 - Using your data from Dynamics 365 Sales in Dynamics 365 Marketing
1:10 - Segments: Static and dynamic segments, behavioural, demographic, firmographic segments
5:56 - Marketing emails, adding components, A/B testing, personalisation, preview and test
9:57 - Customer journeys, setting the audience, send an email with A/B testing, branching, wait for/until, tasks
13:54 - Analytics - journey, email, A/B testing, and contact insights
16:25 - Other capabilities in Dynamics 365 Marketing
For more information about the new real-time marketing capabilities (including event based triggers), check out this series by Megan V. Walker: • An Introduction - The ...

Пікірлер: 70

@leannefleming1464 Жыл бұрын

Thank you Lisa, your videos are fantastic, very clear and well presented. Really appreciate the time you have taken to create these.

@LisaCrosbie Жыл бұрын

Thank you so much!

@din-ns7dn Жыл бұрын

love your video, its fantastic and very clear, simple and logical to understand.

@nahearnd3658 2 жыл бұрын

Fantastic Demo Lisa!

@youtub9386 Жыл бұрын

Thank you Lisa wonderful presentation

@Bradds68 2 жыл бұрын

Great video, very informative. Watching this as part of my MB-910 learning. Thanks

@LisaCrosbie 2 жыл бұрын

Glad it was helpful and good luck with the exam.

@sushilmavale4017 2 жыл бұрын

Just want to say 'Thank you' for your efforts !

@LisaCrosbie 2 жыл бұрын

I appreciate that, thank you so much.

@alanomahony5819 Жыл бұрын

this video!!! Wow, you are amazing Lisa

@josel.moreno9940 3 ай бұрын

Thank you, great videos!!

@michaeljensen8867 Жыл бұрын

Best consultant on KZfaq - by FAR :)

@LisaCrosbie Жыл бұрын

Thank you 😊

@SaidHammani2105 Жыл бұрын

Thank you Lisa loved the way you explained it, i hope that you can do more videos about the other topics 😊

@LisaCrosbie Жыл бұрын

Thank you! Will do!

@adamtravers3196 2 жыл бұрын

Thanks Lisa! Great demo

@LisaCrosbie 2 жыл бұрын

Glad it was helpful!

@andyd3656 Жыл бұрын

Great Overview

@thanhbeenthere2780 Жыл бұрын

another great demo Lisa, great work. Much better to follow through than the texts on Microsoft Learn ;-)

@LisaCrosbie Жыл бұрын

Thanks so much 😊

@furryskyline4707 2 жыл бұрын

Great stuff Lisa

@LisaCrosbie 2 жыл бұрын

Thank you.

@user-ej3iw8lw3w Жыл бұрын

I have just passed the MB 910 exam. in addition to her pleasant voice, lisa crosbie's videos were of great help

@LisaCrosbie Жыл бұрын

That’s awesome, congratulations and thanks!

@MoveWithMass 2 жыл бұрын

Nice explanation Lisa

@LisaCrosbie 2 жыл бұрын

Thanks so much Alok

@JavidBahramzy 2 жыл бұрын

Very informative, thank you. I have a question: is it possible to benefit from D365 Marketing if your data is on-premise, or is D365 Marketing not suitable for this scenario? Thanks again for the nice demo.

@islamabdelhakiim7258 11 ай бұрын

Lisa thank you so much, your videos are beautiful just as you

@DEFACTO9 Жыл бұрын

Finally.. now I get it... so all i need is to integrate my email marketing platform with this and ive got full control. Thanks. Penny dropped.

@LisaCrosbie Жыл бұрын

Actually this could replace your email marketing platform. Very happy to have helped the penny drop 😊

@syncworks9797 5 ай бұрын

Lisa, high five on your content. Finally found a source that works for me. I am untrained in our MS 365 and I will be KZfaq certified with your help and others. For this video, you lost me at 1:18. I don't have the same Outbound Marketing tab that you are working in - only Marketing. I looked at your channel and the beginner videos were all about Power-centric. Can you curate a watch list of your videos for me starting from 0? Already watched "What is Dynamics 365?" and "Dynamics 365 Marketing Tutorial Real Time and Journeys.

@juanh.8707 2 жыл бұрын

When you add the segment block-does that pull those members in?

@MariaPonomarevaLeonid 5 ай бұрын

Thanks!

@LisaCrosbie 5 ай бұрын

Thank you so much!

@MariaPonomarevaLeonid 5 ай бұрын

Oh I just wanted to say, I am so lucky I found you! 😭😍🙌🏻 you probably just saved my life (and many others’)) 💔❤️

@satyasnvpavansiddabattula73 9 ай бұрын

Thanks, Lisa. It's a great video again. Can you please shed some light on consent management and how to manage marketing preferences and compliance in D365 marketing?

@LisaCrosbie 7 ай бұрын

Way too much to explain in a video, and it's all changed since I made this one - Real Time Journeys are now the main marketing application. This is the best explanation I've seen community.dynamics.com/blogs/post/?postid=8b2a4ee8-1069-ee11-a81c-000d3a7a1a66

@rafanel81 Жыл бұрын

Hello Lisa, Great video. What if I want to get only the Marketing Module without the Sales? Will it keep the same structure, or would it be slightly different? Thank you

@LisaCrosbie Жыл бұрын

Yes, you can get the Marketing module without sales. The marketing module still uses the same contact data table (and the account and contact tables are included with the marketing module). The value you get out of it will depend how much useful data you have in that contact table for segmenting/targeting/personalising, if it's not connected to your CRM.

@rafanel81 Жыл бұрын

@@LisaCrosbie thank you for your clarification.

@bradd5961 Жыл бұрын

Hi Lisa, loving the videos. Is there a way of marketing (ie sending a monthly newsletter) from Dynamic Sales? I ask because as a one man band, $1k per month for a marketing module is too much for many.

@LisaCrosbie Жыл бұрын

Yes, the marketing module is designed for a much bigger use case than that. You can send out emails from Dynamics 365 Sales using an email template but you don't get any of the usual things you need and want with a marketing automation system - compliance with unsubscribing, metrics on clicks and opens, bounces, etc, and protection from spam sender reputation and load on using exchange. You might like to look at a basic email provider like mailchimp for a 1 person business.

@bradd5961 Жыл бұрын

@@LisaCrosbie Thanks very much Lisa. I was hoping not to have to export contacts and muck around with another email platform!!

@markuspatzer8658 Жыл бұрын

Hi Lisa ! Thabnk you for this informational video on the Microsoft site I not get much information about this product. Can I use this product or the normal MS365 version for email marketing; getting subscribers and sending out newsletters?

@LisaCrosbie Жыл бұрын

This is a marketing automation product (competes with things like Marketo), which is connected to Dynamics 365 Sales (CRM). You need to purchase a license, it's not part of M365.

@markuspatzer8658 Жыл бұрын

@@LisaCrosbie Hi Lisa, thank for this information!

@afolabioluwaseun7269 11 ай бұрын

Good day Lisa, Great Tutorial as always. I currently use dynamics and i can see Marketing on my Sales Hub as well. Marketing------------> Campaign and Quick Campaign. I would like to know if i can use this for marketing. I have done a lot of findings but none have been really Helpful. Thanks

@LisaCrosbie 10 ай бұрын

The sales app alone without marketing allows you to do some very basic marketing like sending an email to a relatively small list of customers - beware it uses exchange (outlook) though, it’s not a full marketing automation solution. Campaign is just a table that allows you to track top line things like the start and end date and costs, it doesn’t functionally do anything. Quick campaign will allow you to send an email to a marketing list.

@jerrywhite5626 Жыл бұрын

Hallo Lisa, how can i find out when i sent an event live?

@anaelle4223 Жыл бұрын

Hi Lisa, could you do a demo on personalized pages? thank you

@LisaCrosbie Жыл бұрын

What do you mean by personalised pages?

@madhavadhatrao3528 Жыл бұрын

Great video, i try with same i just want to add plain text email showing different error notification .plz help me what to do in this case

@LisaCrosbie Жыл бұрын

Thanks. For just a plain text email for error notifications you can use Power Automate, I wouldn't be using Marketing for that. Set up your trigger in Power Automate (whatever the error is you are looking for) and then select - Send an email (Outlook connector) as the action.

@madhavadhatrao3528 Жыл бұрын

Thank you mam

@asnateve Жыл бұрын

Hello! What about subscripiton lists? are those as well static? But what happens wehn someone subscribes ? how then the list will change ?

@LisaCrosbie Жыл бұрын

Yes, subscription lists are static lists, but a special kind of static list that allows for "self service" using a subscription management page. When someone subscribes they are added to that static list.

@theadventuresofred19 Жыл бұрын

Any updates we should be aware of?

@LisaCrosbie Жыл бұрын

Actually yes, this one is quite dated now, I need to do a new demo of real time marketing which is where everything is happening. It’s on my list but in the meantime check out Megan V Walker’s channel, she’s the best in this area.