Dynamics 365 Marketing Tutorial (Real Time Marketing / Customer Insights Journeys)

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This video is a tutorial for beginners wanting to learn how to use Dynamics 365 Real Time Marketing (now known as Customer Insights Journeys). I take you step by step through the core parts of Real Time Marketing - creating segments and triggers, emails and text messages / SMS, and then how to create a personalised communications journey. #customerinsights #dynamics365 #marketingautomation
Timestamps:
0:00 - Introduction to Dynamics 365 Real Time Marketing
1:55 - Segments
8:44 - Triggers
15:03 - Emails
23:12 - Text messages
24:51 - Journeys
35:12 - Insights
35:43 - Further Learning

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Опубликовано:

22 июл 2024

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Комментарии : 49

@LisaCrosbie 10 месяцев назад

Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/

@chandravamsis9493 6 месяцев назад

Can i know if any videos are available for updated MS CRM D365 Customer Insights (previously Marketing ) , please share

@Jillianz 8 месяцев назад

This was the best demonstration of Microsoft Insights - Customer Journey (artist formerly known as Microsoft Marketing). Thank you for the behind the scenes look at the system!

@LisaCrosbie 8 месяцев назад

Wow, thanks!

@CRMHeidi 10 месяцев назад

Oh my goodness I LOVE Daisy and how you handled the (quiet!) barking!

@LisaCrosbie 10 месяцев назад

I kept going knowing she wasn’t going to stop until I got up and closed the door but I was also not going to let her interrupt my train of thought!

@DimaSofiyuk Месяц назад

This tutorial is super helpful for getting a grip on Dynamics 365's real-time marketing! It makes segmenting and triggering marketing efforts look so seamless. I personally use Plerdy's free version on my site to better understand visitor behavior, and it's amazing how such tools can simplify complex data into actionable insights. Really boosts productivity! 👍

@HealYourSoulHub 10 месяцев назад

Thank you for a great tutorial! :)

@philliphubner2772 2 месяца назад

You have been an amazing contributor, i have been setting my CRM up and could not have done it without you 😅

@lillyclimant3464 10 месяцев назад

Thank you so much Lisa for taking time to share your knowledge. Would love for a tutorial on Event Management. Thanks in advance.

@LisaCrosbie 10 месяцев назад

Awesome thanks

@yousefrasmy626 9 месяцев назад

Thanks, Lisa for that amazing Tutorial and yes pleas I would love to learn about event management from you

@shaheenmarwari7458 10 месяцев назад

Amazing.... thanks Lisa 😊

@bertiebassetIO 5 месяцев назад

hank you so much Lisa for taking time to share your knowledge. Would love for a tutorial on Event Management. thank you

@sjcrucesignatis9302 9 месяцев назад

Great content. big thanks

@user-hl3gg1xo9r 8 месяцев назад

Hi! Thanks for a great turtorial. I wonder if there is support for creating forms, marketing pages and subscription lists in RTM? I can’t find it

@BigzampanoXXL 9 месяцев назад

hello lisa, we like your videos - my whole company (IT), well done. greetings from vienna.

@LisaCrosbie 9 месяцев назад

Thank you so much!

@ny204193d 4 месяца назад

Hi. Thank you for the video. I have tried and tested around 18 email marketing softwares and the inbox deliverability always becomes a problem despite doing all the correct things. What is dynamic 365 like for inbox deliverability?

@left_right_rooster 5 месяцев назад

Thank you so much for the great video. Can you share how you customized state for address 1 instead of out-of-box state/province?

@NotYourAverageJoeRogan 6 месяцев назад

Can I just say that I love the dog tax being used in the video! My old company had a rule for concalls during COVID days. If the dog was heard barking on the call, you had to take a picture of them in the moment and share it in the chat. One of my better memories from COVID quarantine days. 🙂

@LisaCrosbie 6 месяцев назад

haha, that's awesome - there are very few fun memories of that time, I'm glad you had someone with a good enough spirit to do that. I record my videos at home and sometimes there are noises from the dog (or family) and mostly I just roll with it!

@NotYourAverageJoeRogan 6 месяцев назад

@@LisaCrosbie indeed one of the good memories. Fyi I'm voraciously consuming many of your videos to better understand the value of D365 Sales, Marketing, and Copilot. The small consultancy I work for has them but has failed to get the desired benefits. Basically I think we're not asking it to solve the correct business problems, and further don't have a proper understanding of what the platform does well and sometimes quite easily. I have a team of people that just can't help but make everything quite hard.

@lubov5569 Месяц назад

@@LisaCrosbieinteresting, that was the time of freedom for me, of not being tied to work in an office (still tied to the country).

@lubov5569 Месяц назад

Inter3sting, that's why the only important quality of a headset is the noice cancelling

@garywhitewolf 2 месяца назад

Thank you. Is it possible that we can insert a data into business central from Dynamics 365 Sales? As here is CRM, when contract is confirmed, we want to also insert a data in BC. Do you have this tutorial video?

@user-wq3xr5xm3m 4 месяца назад

thanks somuch for the video! is there a full course somwhere?

@mohammedrabeek3524 Месяц назад

It's good demo

@jonatanapp 4 месяца назад

When you want to send an SMS, you can change the main phone number of the lead or contact. Is it possible?

@user-ix6bi2cj4f 8 месяцев назад

Thanks for your great tutorial! I wanna ask if there is a limit in the journey configuration? When I configure a journey, it tells me that I can't publish the journey cause there are too many operations present (more than "500")

@LisaCrosbie 8 месяцев назад

I haven't come across that before, but if that's the error you're getting, then I'd agree that's real. A journey with more than 500 operations sounds massive! Can you split it into separate journeys, using a trigger to kick off subsequent journeys.

@user-ix6bi2cj4f 8 месяцев назад

Thanks for the reply!😀I'll try to separate the journeys to make it ]works@@LisaCrosbie

@salmabougrini 7 месяцев назад

Hi Lisa, I have one question please. I'm working on the CRM Dynamics and I want to know if we can send an attached file as we can send from outlook for example

@LisaCrosbie 7 месяцев назад

You don’t send attachments through the marketing application as shown in this video, if you want to send attachments from the main sales application you can do that using the email feature there or you can automate it with Power Automate.

@jcuh22 7 месяцев назад

Are time zones adjusted on the recipients end? Example: I'm creating a journey for all of the US. My time zone is eastern. Will California contacts receive my emails at 4am instead of 7am, or will it be adjusted? In the past, outbound marketing didn't seem to adjust, so I had to have a different journey for each time zone.

@LisaCrosbie 7 месяцев назад

The journey doesn't automatically know the timezone of every contact, if you wanted to do that you'd need to have the timzeone as a column on each contact record and then use that to branch or delay sending. You could also use the quiet hours feature learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-quiet-times

@embillones7247 10 месяцев назад

Hi Lisa, what happened to Landing page and Social Post? I cant seem find them in new trial. Thank you.

@LisaCrosbie 10 месяцев назад

From 1 September 2023 new deployments only have Real Time Marketing. Those features are part of Outbound marketing and as far as I know haven't been re-engineered as part of Real Time Marketing. When you create a form there is still an option to host it on a page through the marketing app, which kind of replaces the landing page. I never used or had any customers who used social posting.

@NVRREST 9 месяцев назад

Great video! Does the new customer insights model completely remove outbound marketing?

@SuperHockeyfun 6 месяцев назад

Is there any budgeting in the marketing module? I want to send up budgets for different campaigns

@LisaCrosbie 6 месяцев назад

The Campaign table has some basic budgeting columns, but if you want to do full budgeting you'd need to do some additional configuration.

@sjcrucesignatis9302 8 месяцев назад

Can we have a clip about scoring in Customer Insights - Journeys. we can create scoring models but it is very unclear of how to move forward from there as it seems like something still missing maybe .. could my knowledge hhh. thanks in advance.

@LisaCrosbie 8 месяцев назад

I'll add it to my list, thanks. The lead scoring in real time marketing is relatively new, so it might not be you. This is the documentation in case that helps learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-create-lead-scoring-model

@philliphubner2772 2 месяца назад

Thanks

@LisaCrosbie 2 месяца назад

Thank you so much 😊