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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / User references to Dyn...
Customer Insights - Journeys forum

User references to Dynamics for Marketing

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Posted on by Arttu Talvela 25

Hello community!

Do you have user experience about Dynamics for Marketing that you'd like to share?

Our organisation has been looking at Dynamics for Marketing as a valid option as our new marketing automation system. We already have selected Dynamics as our CRM system and so it feels natural to take the automation system from MS also.

Dynamics for Marketing was launched in my country (Finland) last October. So the system is fairly new and I'm having some hard time finding people with legit user experiences about the product. Most of the organisations that have selected Dynamics for Marketing are now onboarding and lack the real user experience. Most of Finns have to just rely on MS presentative information. Not saying there's something wrong with it, but would like to get a customer point of view also.

So do you have user experience about Dynamics for Marketing that you'd like to share? Reply to this thread or hit me up with email: arttu.talvela@yrittajat.fi

Thank you already in advance!

Br,
Arttu Talvela
Suomen Yrittäjät ry

Categories:
Setup and Upgrades
Marketing
General
  • cloflyMao Profile Picture
    cloflyMao 25,208 on at
    RE: User references to Dynamics for Marketing

    Hi Arttu, 

    I'd like to share my experience for Dynamics for Marketing.

    From beginning, you could take tutorial below for fast learning:

    https://docs.microsoft.com/en-us/learn/browse/?products=dynamics-marketing&resource_type=learning%20path  

    Official doc can be a guide when you browsering modules and functions in Dynamics for Marketing system.  

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/user-guide  

    There are two main parts in the system: Marketing and Events, while Marketing module is used more frequently.

    q2.png

    For me, I created a customer journey for a full process.

    q2.png

    q3.png

     As you see, you send emails to your contacts(You filter contacts that you want in Segment view, segment is a collection of contacts), and take action for next step depends on your customized circumstance(It's called Trigger). 

    Marketing email could be considered as a core part in customer journey, it contains other two concepts: Marketing page and Marketing form. Relationship between them is: a Marketing form is included in a Marketing page and you you could paste your Marketing Page link on your Marketing email content.

    All these three items can be edited with your customized HTML code and even JavaScript code besides drag-and-drop designer tool by system. (In my experience, JS code only works in Marketing page) 

    It would be better to take some time to figure out the difference between Landing page and Subscription center,  they are main two types of Marketing page, with articles below:

     https://blogs.technet.microsoft.com/lystavlen/2018/02/08/how-to-create-landing-pages-in-the-new-dynamics-365-for-marketing/

    https://blogs.technet.microsoft.com/lystavlen/2018/04/23/subscription-center/

    because some people are also confused with them.

    You may use Dynamic content when editing a Marketing email

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/dynamic-email-content  

    Sincerely hope if any response would help. Thanks.

    Regards,

    Clofly

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