Dynamics 365 Marketing Tutorial (Real Time Marketing / Customer Insights Journeys)

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Dynamics 365 Marketing Tutorial (Real Time Marketing / Customer Insights Journeys)

Рет қаралды 29,565

Lisa Crosbie

Күн бұрын

Пікірлер: 53

@LisaCrosbie 11 ай бұрын

Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/

@chandravamsis9493 7 ай бұрын

Can i know if any videos are available for updated MS CRM D365 Customer Insights (previously Marketing ) , please share

@CRMHeidi 11 ай бұрын

Oh my goodness I LOVE Daisy and how you handled the (quiet!) barking!

@LisaCrosbie 11 ай бұрын

I kept going knowing she wasn’t going to stop until I got up and closed the door but I was also not going to let her interrupt my train of thought!

@Jillianz 9 ай бұрын

This was the best demonstration of Microsoft Insights - Customer Journey (artist formerly known as Microsoft Marketing). Thank you for the behind the scenes look at the system!

@LisaCrosbie 9 ай бұрын

Wow, thanks!

@DimaSofiyuk 2 ай бұрын

This tutorial is super helpful for getting a grip on Dynamics 365's real-time marketing! It makes segmenting and triggering marketing efforts look so seamless. I personally use Plerdy's free version on my site to better understand visitor behavior, and it's amazing how such tools can simplify complex data into actionable insights. Really boosts productivity! 👍

@philliphubner2772 3 ай бұрын

You have been an amazing contributor, i have been setting my CRM up and could not have done it without you 😅

@BigzampanoXXL 10 ай бұрын

hello lisa, we like your videos - my whole company (IT), well done. greetings from vienna.

@LisaCrosbie 10 ай бұрын

Thank you so much!

@lillyclimant3464 11 ай бұрын

Thank you so much Lisa for taking time to share your knowledge. Would love for a tutorial on Event Management. Thanks in advance.

@LisaCrosbie 11 ай бұрын

Awesome thanks

@NotYourAverageJoeRogan 7 ай бұрын

Can I just say that I love the dog tax being used in the video! My old company had a rule for concalls during COVID days. If the dog was heard barking on the call, you had to take a picture of them in the moment and share it in the chat. One of my better memories from COVID quarantine days. 🙂

@LisaCrosbie 7 ай бұрын

haha, that's awesome - there are very few fun memories of that time, I'm glad you had someone with a good enough spirit to do that. I record my videos at home and sometimes there are noises from the dog (or family) and mostly I just roll with it!

@NotYourAverageJoeRogan 7 ай бұрын

@@LisaCrosbie indeed one of the good memories. Fyi I'm voraciously consuming many of your videos to better understand the value of D365 Sales, Marketing, and Copilot. The small consultancy I work for has them but has failed to get the desired benefits. Basically I think we're not asking it to solve the correct business problems, and further don't have a proper understanding of what the platform does well and sometimes quite easily. I have a team of people that just can't help but make everything quite hard.

@lubov5569 3 ай бұрын

@@LisaCrosbieinteresting, that was the time of freedom for me, of not being tied to work in an office (still tied to the country).

@lubov5569 3 ай бұрын

Inter3sting, that's why the only important quality of a headset is the noice cancelling

@Ali1104-b3i 11 ай бұрын

Thanks for the tutorial Lisa. Would love to see a tutorial on event management.

@LisaCrosbie 11 ай бұрын

Awesome, thanks

@yousefrasmy626 10 ай бұрын

Thanks, Lisa for that amazing Tutorial and yes pleas I would love to learn about event management from you

@sjcrucesignatis9302 10 ай бұрын

Great content. big thanks

@HealYourSoulHub 11 ай бұрын

Thank you for a great tutorial! :)

@shaheenmarwari7458 11 ай бұрын

Amazing.... thanks Lisa 😊

@mohammedrabeek3524 2 ай бұрын

It's good demo

@user-hl3gg1xo9r 9 ай бұрын

Hi! Thanks for a great turtorial. I wonder if there is support for creating forms, marketing pages and subscription lists in RTM? I can’t find it

@lauragodenzi8060 Ай бұрын

Hi Lisa, great introduction video, thank you. Do you have any insights on how marketing lists created from the sales app will be used within Real Time Journeys - if at all?

@GeneralUseStuff 11 күн бұрын

Hi Lisa, great work, I love your videos. Question, if I allow a client to request a parcel to be sent to them is their a way to track that within a journey and have it kick off some kind of process so that we can track the packing and processing of a physical parcel post? Thank you!

@ny204193d 5 ай бұрын

Hi. Thank you for the video. I have tried and tested around 18 email marketing softwares and the inbox deliverability always becomes a problem despite doing all the correct things. What is dynamic 365 like for inbox deliverability?

@johnjanis714 Ай бұрын

Would you be able to do a video covering the compliance and communication preferences of a contact in emails?

@LisaCrosbie Ай бұрын

I’m not doing much with Customer Insights, I’d recommend @meganvwalker who is a specialist in this area

@garywhitewolf 3 ай бұрын

Thank you. Is it possible that we can insert a data into business central from Dynamics 365 Sales? As here is CRM, when contract is confirmed, we want to also insert a data in BC. Do you have this tutorial video?

@left_right_rooster 6 ай бұрын

Thank you so much for the great video. Can you share how you customized state for address 1 instead of out-of-box state/province?

@embillones7247 11 ай бұрын

Hi Lisa, what happened to Landing page and Social Post? I cant seem find them in new trial. Thank you.

@LisaCrosbie 11 ай бұрын

From 1 September 2023 new deployments only have Real Time Marketing. Those features are part of Outbound marketing and as far as I know haven't been re-engineered as part of Real Time Marketing. When you create a form there is still an option to host it on a page through the marketing app, which kind of replaces the landing page. I never used or had any customers who used social posting.

@NVRREST 10 ай бұрын

Great video! Does the new customer insights model completely remove outbound marketing?

@jonatanapp 5 ай бұрын

When you want to send an SMS, you can change the main phone number of the lead or contact. Is it possible?

@user-ix6bi2cj4f 10 ай бұрын

Thanks for your great tutorial! I wanna ask if there is a limit in the journey configuration? When I configure a journey, it tells me that I can't publish the journey cause there are too many operations present (more than "500")

@LisaCrosbie 9 ай бұрын

I haven't come across that before, but if that's the error you're getting, then I'd agree that's real. A journey with more than 500 operations sounds massive! Can you split it into separate journeys, using a trigger to kick off subsequent journeys.

@user-ix6bi2cj4f 9 ай бұрын

Thanks for the reply!😀I'll try to separate the journeys to make it ]works@@LisaCrosbie

@user-wq3xr5xm3m 5 ай бұрын

thanks somuch for the video! is there a full course somwhere?

@philliphubner2772 3 ай бұрын

Thanks

@LisaCrosbie 3 ай бұрын

Thank you so much 😊

@salmabougrini 8 ай бұрын

Hi Lisa, I have one question please. I'm working on the CRM Dynamics and I want to know if we can send an attached file as we can send from outlook for example

@LisaCrosbie 8 ай бұрын

You don’t send attachments through the marketing application as shown in this video, if you want to send attachments from the main sales application you can do that using the email feature there or you can automate it with Power Automate.

@SuperHockeyfun 8 ай бұрын

Is there any budgeting in the marketing module? I want to send up budgets for different campaigns

@LisaCrosbie 7 ай бұрын

The Campaign table has some basic budgeting columns, but if you want to do full budgeting you'd need to do some additional configuration.

@jcuh22 8 ай бұрын

Are time zones adjusted on the recipients end? Example: I'm creating a journey for all of the US. My time zone is eastern. Will California contacts receive my emails at 4am instead of 7am, or will it be adjusted? In the past, outbound marketing didn't seem to adjust, so I had to have a different journey for each time zone.

@LisaCrosbie 8 ай бұрын

The journey doesn't automatically know the timezone of every contact, if you wanted to do that you'd need to have the timzeone as a column on each contact record and then use that to branch or delay sending. You could also use the quiet hours feature learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-quiet-times

@sjcrucesignatis9302 10 ай бұрын

Can we have a clip about scoring in Customer Insights - Journeys. we can create scoring models but it is very unclear of how to move forward from there as it seems like something still missing maybe .. could my knowledge hhh. thanks in advance.

@LisaCrosbie 9 ай бұрын

I'll add it to my list, thanks. The lead scoring in real time marketing is relatively new, so it might not be you. This is the documentation in case that helps learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-create-lead-scoring-model