Issue #47

Issue 47 of D365 Marketing Weekly

Hi lovely reader,

Hello! Lots going on this week as usual. We have a new release from Microsoft for Customer Insights - Journeys (D365 Marketing), and some fantastic blog posts from the community. Enjoy!

As always, if you spot anything you think would be worth a mention, just let me know by emailing [email protected]. 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

March 2024 Update

MICROSOFT

It’s that time, an update from Microsoft with the March release of Customer Insights - Journeys (D365 Marketing). There aren’t many items in this release, but there are two big items that people have been waiting for some time to get their hands one. The ability to manage consent from a Lead or a Contact record, and the ability to build custom reports using the data in the marketing app.

Access To Manage Consent From Lead And Contact Records

MEGAN V. WALKER

The March 2024 release for Customer Insights – Journeys includes a much awaited for feature. The ability to manage consent from Lead and Contact records is finally here! It is this feature from the Wave 1 2024 release plan, and the documentation can be found here. However, with many things, there is more to learn and understand about a feature than just what is in the documentation, so in this post I will dig in to it further including how to use it, what security levels are needed to see and use it, and how to add it to a custom form. All that goodness in one post, so let’s get to it!

Why am I seeing no email interactions after email sends in Customer Insights - Journeys?

JAKE CHEN

Are you ever missing email interactions when you know there should be some? In this post from Jake, he explains why this might be the case, and directs you to check your set up for the Tracking purpose on a Compliance Profile. A good one to understand!

More Use Cases with the AI Builder in Customer Insights Journeys

PAULINE KOLDE

Pauline continues with her MarTech March series with Part Five. This one looks at using AI to recognise languages and translate text, and extracting keywords an categories with AI. Really cool stuff!

Please register here - the invitation process

RENÉE VAN DER WALT

This post carries on from a previous one, where Renée covered steps to organising events. In this one, she is taking a closer look at the invite process specifically. Great article covering logical steps and scenarios that you might want to implement as part of your own event management process.

Compliance Profiles: The Basics

KELLY SIMPSON

In this post, Kelly takes a look at Compliance Profiles and making sure the importance of capturing compliance on a per-channel basis. It’s the Compliance Profiles that are used to manage consent and if someone WANTS to get content from you. A good refresher for some too!

If there are any upcoming events relating to Marketing, they will go here!

Nordic Summit

NORDIC SUMMIT

Nordic Summit is one of my favourite events and I have been lucky to present as a speaker there on two occasions. Their call for speakers is now open until the end of April for the event that will be held on 28th September in Oslo, Norway. Definitely check it out and plan to go if you can!

Other Marketing content you might find useful

Ask the Experts: Streamline Marketing with AI in Microsoft Copilot!

MICROSOFT

This one was shared online recently by Jim Nakashima, the main guy at Microsoft working on the Customer Insights product. This is a webinar on how Microsoft are changing how marketers work with Copilot in Customer Insights.

Exam MB-220: Gain knowledge and prep for the exam

MICROSOFT

If you are planning on studying for and taking MB-220, the Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant exam, this is a great page full of resources. It has self guided study materials, exam prep and information on renewals.