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D365 Marketing Weekly - Issue #31
November 7th 2023
Issue 31 of D365 Marketing Weekly
Well, it’s official, nearly 1/2 of you think the newsletter name should stay! The rest were all divided, so for now, it will remain as the D365 Marketing Weekly Newsletter. Thanks to those who voted, it was a great help!
As always, if you spot anything you think would be worth a mention, just let me know by emailing email@example.com. Always good to know of others posting about D365 Marketing or if you see anything else other marketers should know about.
Now let’s get on with the newsletter!
The following relate to news and articles about Dynamics 365 Marketing
October Release - Customer Insights -Journeys
Even though it actually came out in November, the release notes information for October has been added to the Microsoft website. Make sure you check them out to see what has been included. There is a lot of stuff around Copilot, but one cool thing we have been waiting for is quiet times for Realtime Marketing Journeys!
Using Browser Session Storage To Add Referrer and UTM Parameters To Leads
MEGAN V. WALKER
I’ve written about getting UTM Parameters from the URL when someone visits your website, then using them to add to hidden fields on a form and passing them through to a Lead record in D365. This is a great way to figure out where your Leads are coming from. However, thanks to Ferdinand Ganter, a reader of my blog, I had to rethink things. What about someone that comes to your site with a link that has UTM parameters but then navigates away from that page? The UTM parameters are then stripped away and you are left with nothing. What about times where you want to share a link to a page that doesn’t have a form, but that visitor ends up on one? Wouldn’t you still like to get that information back in to D365? Then read on, this blog is for you!
Generating leads or opportunities from within journeys
MARCO VAN KESTEREN
I found an article on using the steps to generate Leads or Opportunities from a Journey in Realtime Marketing from Marco and thought it was good to share! It’s a great business case too, finding Contacts with an expiring Contract where an email goes out then an Opportunity is created assigned to the owner of the Contact. Nice work!
Understanding Realtime Marketing Form Themes And CSS
MEGAN V. WALKER
Brand consistency is important, and getting your Realtime Marketing Forms to look good and fit in with your website look and feel is key for a seamless experience. The forms have a fantastic theme panel providing you with the ability to set the colour palette, background, h1, h2, h3, paragraph and other components on your form. Although that is all there on a form by default, you might have a need to adjust the CSS… potentially removing stuff without realising it. In this post I will walk through the components that exist in the theme area and which CSS determines what shows up for a user to edit.
If there are any upcoming events relating to Marketing, they will go here!
DACH Powerthon 2023
This event in coming up in Germany and will be here in about 10 days! It will be a hybrid event with part streaming online, but also presentations in Hamburg! Exciting to see a session from Pauline Kolde who will be covering Event Management in Customer Insights Journeys. Looks like a great event!
Birmingham D365 & Power Platform User Group
DYNAMICS 365 & POWER PLATFORM UK USER GROUPS
Leaving this one here…. because it’s the only event I will be presenting at this year so deserves another week in the newsletter. 😂This is in the evening on Thursday November 23rd in Birmingham, UK. I will delve in to Realtime Marketing in Customer Insights - Journeys (formerly D365 Marketing). With recent announcements from Microsoft, Realtime is the way to go, and Outbound is no longer even an option for newer customers! Is your organisation ready to make the move? Although you have time, the amount of work and effort will vary depending on the size of a company and the amount of assets and journeys currently being used. I will walk through the specific areas to be aware of and aim to provide a less daunting journey for you (no pun intended)! Would love to see you there!
Other Marketing content you might find useful
Transforming Marketing through Trigger-Based Journeys: A Talk with Vinay Deo
MICROSOFT BUSINESS APPLICATIONS PODCAST - MARK SMITH
Mark Smith is very well known in the Business Applications community, and he is joined on his successful podcast by Vinay Deo who works on Customer Insights Journeys as they have an enlightening conversation. Vinay is a principal group product manager at Microsoft. Step into his shoes as they traverse through his fascinating journey that spans from his work with personal gadgets to Bing Ads, all the way to his current role focusing on customer insights and orchestration. As you accompany Vinay through his diverse experiences and personal life, you'll also get a taste of the vibrant food culture in Seattle and Vinay’s love for travel.
Apple’s iOS 17 in a nutshell: key features and changes
LITMUS - JAINA MISTRY
Thanks again to the lovely Deborah Hale for this one! This is all about key features an changes coming to iOS 17 and specifically the privacy enhancements that will mean utm parameters will be removed from links users share in Messages, Safari Private Browsing and Mail on iOS 17. Take a look for more information!
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