Marketing

  • Setting up quiet times for communication channels

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    This post applies to Realtime Marketing. The feature is available from release 1.1.35296.75 (December 2023), which should already be available to you. If not, you can manually update your Customer Insights – Journeys installation by going to Settings > Versions. This feature provides the possibility to set up quiet times for your communication channels. This…

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  • Creating a recurring journey

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    This post applies to Realtime Marketing, although Outbound Marketing also provides the possibility to create recurring Customer Journeys. Within Journeys it is possible to set up automated emails, based on Segments (demographic, firmographic or behavioral data) or Triggers (for example a change in Dataverse, such as creating an Opportunity). Sometimes a Segment-based Journey needs to…

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  • Send carbon copies of marketing emails to stakeholders

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    This post applies to Realtime Marketing. The feature is available from release 1.93.2021.0 (April 2023), which should already be available to you. If not, you can manually update your Marketing installation by going to Settings > Versions. This feature creates the possibility for marketeers to include stakeholders when sending a marketing email. This will result…

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  • View customer interactions on the contact or lead timeline

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    This post applies to both Outbound and Realtime Marketing. The feature is available from release 1.91.2018.0 (February 2023), which should be available for you by now. If not, you can manually update your Marketing installation by going to Settings > Version. The timeline makes it possible to view incoming or outgoing activities, like phone call…

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  • Creating segments based on interactional data

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    This post applies to the Realtime Marketing module in Dynamics 365 Marketing. The feature is available from release 1.94.2009.0 (May 2023), which will be gradually rolled out this month. Before this months’ release, it was already possible to create segments in Realtime Marketing based on demographic or firmographic data. This means that you could use…

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