A collection of tips and ideas on how to keep your organisations branding consistent and on point, using Dynamics 365 (with out of the box functionality). www.meganvwalker.com

1. The A-Z of Marketing
& Branding
D365 Style

3. Send email response for key interactions
Demo requests
Downloads
Subscription
Purchase
Keep branding of emails consistent
Focus on Calls To Action (CTA) to re-engage
Use Portals, Microsoft Flow and Workflows

5. Brand is the most important thing
Are you consistent?
Consulted the Marketing department?
Is it on point?
Colours, fonts, images?
Does your communication look professional?
Are you considering internal AND external?
What can be customised in D365 CE?
Can you use other tools to help?

7. Cascading Style Sheet
Use elements from company website
Add CSS to your Portal
Add CSS to Voice of the Customer surveys

9. Help prevent duplicates
Will aid in clean data for email marketing
Educate users
Merge!

11. Use company images
Keep fonts consistent
Links to social channels
Colour scheme
Provide generic template
Create custom templates
Don’t forget workflows!

13. Add company fonts to Portal
Google Fonts
Use in Email Templates
Word Document Templates

15. General Data Protection Regulation (GDPR)
Digital privacy regulation
Opt-ins need to be a deliberate choice
Unsubscribe link in marketing emails
Avoid collecting any unnecessary data
Use dedicated email marketing platform
Educate others in the organization!

17. 6 characters to indicate colour
Ask Marketing for details
Change entity background
Needed for CSS
Google RGB to Hex

19. OK, I lied
EMOJIS! 
Add to Optionsets
Use in surveys
Copy and paste!

21. Who hates the jigsaw piece?
Adding custom entities?
Use appropriate icons
Consult related department
Keep consistent
Set entity background colour

23. Similar to Email
Templates
Add images
Use company logo
Use company fonts
Looks great when
emailed!

25. Who is creating your
Sales Literature?
Make sure it’s
consistent with
company branding
Define process for
submitting, approving
& sharing Sales
Literature

27. Keep clean lists
Create targeted lists
Get right message to
right people
Use workflows,
completed forms,
change in fields

29. Use Campaigns
Plan them out
Include activities
Use marketing email
tool for compliance
Use triggers on
activities to move
Contact to new
marketing list

31. How are you tracking your events?
Custom Entities – event & attendees
Plan ahead – marketing lists, activities
Follow up – adding leads, meetings
Track industry events, tradeshows, company
days, recruitment etc.

33. Make sure Marketing is
included!
Prepare images
Share brand guidelines
Be clear in your
requirements
Be realistic in your
requirements

35. Use to drive engagement
Add as polls to your portal
Use Ideas forum on portal
Ask customers and internal
employees for feedback
Take action on feedback to
improve process or service

37. Need email marketing tool
Create emails based on
new content from RSS
Share blogs, news stories,
events etc.
Provide content people
want to subscribe to

39. Marketing typically
responsible for signatures
Users responsible for setting
up their own
Provide guidelines on
creating email signature
Assist with creating Queue
signature (default signature of the
owning team)

41. Internal recognition
using a theme
Can use Hex colours
for consistent brand
Logo 400px width x
50px height
Do not sacrifice UX to
stay in line with
branding

43. Honour contact
preferences
Develop processes for
all communication
methods
Update Marketing
Lists accordingly

45. Free Microsoft survey
tool
Use CSS to brand
consistently
Use EMOJIS!
Gather feedback at
Moments of Truth

47. GoToWebinar – provide
content/services/learning for
customers & leads
Track registrations &
attendees
Create Webinar/Attendee
entities – use Flow
(premium)
Connector with
ClickDimensions

49.  https://www.xrmtoolbox.com
 FetchXML Builder –
Jonas Rapp
 Document Template
Manager – Futurez
Consulting, LLC
 Iconator – Mscrm Tools
 Advanced Chart Editor
– Mohamed Rasheed (ITLec &
Ulrik “CRM Chart Guy” Carlsson
(eLogic LLC)

51. Social network for your
organisation
Embeds Yammer feeds
directly in D365
Users can view and
contribute to
conversations
Great for marketing
internally!

53. ZERO code
ZERO cost
ZERO effort