Dynamics 365 Marketing Demo
Lisa Crosbie
@lisacrosbieAbout
This channel is all about making AI at work accessible to everyone. I break down these technologies into practical, easy to follow fun tutorials. Here you will find short and long form tutorials and free courses on Copilot Studio, Microsoft Copilot, Power Apps, and other Microsoft technologies, as well as tutorials on how to use AI at work. You'll also find feature updates here every time there is a major event or new announcement from Microsoft, to help you keep up with what's ahead, and what's important and why. I am a five-time Microsoft Most Valuable Professional (MVP) and Microsoft Certified Trainer, with more than a decade of experience consulting with organizations and training business users to get the most out of Microsoft applications at work. Thanks for watching!
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Video Description
This video is a demo and overview of the core capabilities of Dynamics 365 Marketing (Outbound Marketing), showing segments, marketing emails, customer journeys and insights. 0:00 – Dynamics 365 Marketing overview 0:34 – Using your data from Dynamics 365 Sales in Dynamics 365 Marketing 1:10 – Segments: Static and dynamic segments, behavioural, demographic, firmographic segments 5:56 – Marketing emails, adding components, A/B testing, personalisation, preview and test 9:57 – Customer journeys, setting the audience, send an email with A/B testing, branching, wait for/until, tasks 13:54 – Analytics – journey, email, A/B testing, and contact insights 16:25 – Other capabilities in Dynamics 365 Marketing For more information about the new real-time marketing capabilities (including event based triggers), check out this series by Megan V. Walker: https://www.youtube.com/watch?v=61mVGn5Nstw
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