The blog introduces Dynamics 365, detailing its two main areas: CRM and ERP applications. It highlights key ERP components like Business Central, Commerce, Finance, Human Resources, Supply Chain Management, and Project Operations, focusing on their functionalities for small to medium-sized businesses and larger enterprises. Future posts will explore the CRM aspect of Dynamics 365.
Tag: Marketing
Release wave 1 2026 Customer Insights – Journeys
Microsoft's latest release wave introduces several long-awaited features, including custom branded links to boost customer confidence, dynamic content blocks for easier email updates, and enhanced record creation from customer journeys. The update also includes message expiration settings and Copilot-powered conversational SMS for better customer engagement.
One (event) journey to rule them all
This post guides event organizers on setting up automated emails and journeys in Dynamics 365 Customer Insights - Journeys. It details creating registration, reminder, and evaluation emails while incorporating conditional content for online and in-person events. The process uses triggers for registration and cancellation, streamlining event management effectively.
Outbound segments migration tool
Outbound is set to be removed from Customer Insights - Journeys by June 30, 2025. Microsoft's Segment Migration Tool facilitate moving segments from outbound to real-time marketing, allowing users to import outbound segments efficiently and address errors during the migration to ensure successful transfers.
Customer Insights – Journey March Madness
This post shows how to use the unmapped fields in a marketing form in Dynamics 365 Customer Insights - Journeys