Dynamics 365 for Marketing
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Overview Dynamics 365 for Marketing
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Dynamics 365 for Marketing
- 1. Microsoft confidential. For internal use only LIMA 2018
- 2. Business Applications Communities Learn • Connect • Share • Inspire Join the Microsoft Business Applications Communities where you can connect with peers and experts. Get answers to complex questions, learn from engaging discussions, read informative blogs, view webinars, and find product use examples in galleries. https://community.dynamics.com https://community.powerbi.com https://community.powerapps.com https://community.flow.microsoft.com
- 4. Microsoft confidential. For internal use only Dynamics 365 Data
- 5. Microsoft confidential. For internal use only Dynamics 365 for Marketing Capabilities Multi-channel campaigns Email Marketing landing pages & forms Webinars, phone calls & In-person events LinkedIn Connector Lead Nurturing Campaign designer 360 degree view Behavior based lead nurture Lead prioritization Embedded intelligence Multiple lead scoring Dynamic segmentation Customer Insights Notifications Event management Webinars using ON24 Events portal Attendance tracking Speaker management Reporting Dashboards Surveys Embedded PowerBI Configurable
- 6. Microsoft confidential. For internal use only 7
- 7. Microsoft confidential. For internal use only
- 8. Microsoft confidential. For internal use only Templates
- 9. Microsoft confidential. For internal use only Designer 10
- 10. Microsoft confidential. For internal use only Designer: Content • Marketing Email Message: main purpose is to send a marketing message to each contact that enters the journey • Marketing Page: main purpose is to track: page visits or user registrations • Event: main purpose of the event tiles is to track: event registration and event attendance main purpose of the surveys tiles is to track and further react to survey score or survey submission
- 11. Microsoft confidential. For internal use only Designer: Actions a record of a planned or completed real-world activity, such as an appointment, task, or phone call can be used to advance a process stage, create alerts, and more
- 12. Microsoft confidential. For internal use only Designer: Targets
- 13. Microsoft confidential. For internal use only Designer: Flow Control holds contacts for some amount of time before sending them on to the next tile in their journey hold contacts until some condition is true, or until a defined amount of time expires adds a fork to the customer journey pipeline, sending a random selection of contacts down each available path
- 14. Microsoft confidential. For internal use only Designer: Custom Content extend the marketing capabilities in Dynamics 365 for Marketing by creating a customer channel, such as text (SMS) or social media, and exposing the channel as a tile in the journey designer. Custom content tiles provide similar capabilities as the standard tiles but are created by third-party developers
- 15. Microsoft confidential. For internal use only General
- 16. Microsoft confidential. For internal use only Go Live
- 17. Microsoft confidential. For internal use only 18
- 18. Microsoft confidential. For internal use only Insights
- 19. Thank you! Dankie Faleminderit Shukran Chnorakaloutioun Děkuji Tak Dank u Tänan Hvala Blagodaria Kiitos Merci Danke Ευχαριστώ Mahalo .תודה Dhanyavād Köszönöm Takk Terima kasih Grazie 감사합니다 Paldies Choukrane Ačiū Баярлалаа Dziękuję Obrigado Благодарам Mulţumesc Спасибо XвалаĎakujem Tack Nandri Kop khun Teşekkür ederim Дякую Grazzi A dank Ngiyabonga ありがとうございました 谢谢 Gracias
Editor's Notes
- Hello and welcome. My name is April Delsing. I am a senior solutions consultant with Coffee and Dunn. Microsoft Dynamics 365 for Marketing is a marketing automation solution that can help turn prospects into business relationships. Dynamics 365 for Marketing is easy-to-use, works seamlessly with Dynamics 365 for Sales and Office 365, and has embedded intelligence. This helps businesses nurture more sales-ready leads, align sales and marketing, make smarter decisions and grow with modern adaptable platforms.
- Dynamics 365 for Marketing is the next generation of intelligent business applications, helping organizations engage customers, empower employees, optimize operations and find new ways to provide value to their customers. As you can see on the screen, all the Dynamics applications work seamlessly together to manage specific business processes across, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. Specifically, Microsoft Dynamics 365 for Marketing lives together with Dynamics 365 for Sales on the same platform. This helps align sales and marketing using common data, connected business processes and Office 365 collaboration tools. What makes Dynamics 365 unique is that it harnesses the power of One Microsoft. Data has become the new currency, and organizations can create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes.
- Here are the key capabilities of Microsoft Dynamics 365 for Marketing Customizable templates for emails and landing pages help you start multi-channel campaigns quickly. This enables you to attract the best leads from multiple channels like email, web landing pages, webinars, phone calls in person events and LinkedIn. Lead nurturing with personalized experiences. The campaign designer tool and templates help you create multi-step, multi-channel campaigns to guide your buyer based on their engagement. Embedded intelligence helps you to get to know your leads and customers better. Use rule based dynamics segmentation to identify leads and customers to engage during campaigns. Utilize multiple lead scoring options to prioritize leads who are ready to buy. Gather insights based on interactions with your leads and customers. Set up business process to get notifications for marketing activities. Organize events with ease using integration with webinar providers or event portal to manage in-person events. Track and improve marketing performance using out of box dashboards. Run surveys to better understand your customers. Visualize data using embedded Power BI
- Let’s look at the application. You can navigate through different apps on the horizontal ribbon. Simply click on the Dynamics 365 drop down then you can navigate to Dynamics 365, Marketing and Surveys apps, and more. Within the Marketing app itself, there are different sub-menus. On the ribbon, click the Marketing icon to expand the menu options. If you select the three ellipses at the top, you can then toggle through marketing, events, settings and training.