Category: Dynamics 365 Customer Insights

Dynamics 365 and Power Apps

{How to} Prevent duplicate emails to contacts that share an email address on Dynamics 365 Marketing

Hello Everyone, Today i am going to show how to prevent duplicate emails to contact that share an email address in Dynamics 365 Marketing. Let’s get’s started. Normally in CRM there are duplicate emails in the contacts and even sending emails to these contacts will be alot of duplication of email communication with them. How…
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Turn on UTM Tracking on Dynamics 365 Customer Insights

Hello Everyone, Today i am going to show what will be added to your emails when you Turn On UTM Codes in Dynamics 365 Customer Insights. Let’s get’s started. When you turn ON – Feature Settings. UTM Tracking: Once UTM Tracking is TURN ON: The UTM Values will be automatically added to every link in…
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{How to} check Dynamics 365 Customer Insights Version status

Hello Everyone, Today i am going to show how to check version of Dynamics 365 Customer Insights. Let’s get’s started. 1. Login into Dynamics 365 Customer Insights. 2. Change to Settings. 3. Click on the Version. Then you can see the version and its status. You can check the status of the version from power…
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What is the impact of Business Unit scoping on Dynamics 365 Customer Insights

Hello Everyone, Today I am going to share what is the impact of Business Unit Scoping when you turn on Business Unit Scoping. Let’s get’s started. Login into Dynamics 365 Customer Insights. Change to settings on the bottom left hand cornor. Click on Feature Settings: Business unit scoping turn ON. Enabling Business Unit Scoping for…
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{How to} Design Email template in Dynamics 365 Customer Insights

Hello Everyone, Today I am going to show how to design email in Dynamics 365 Customer Insights. Let’s get’s started. You want to design an email template and send invitation about a Radio Station. Let’s see how do we do that? Login into Dynamics 365 Customer Insights. Click on Email under Channel. Then you click…
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Features switches Settings on Dynamics 365 Customer Insights

Hello Everyone, Today I am going to show what are the settings on  features switches included on Dynamics 365 Customer Insights. Let’s get’s started. Login into Dynamics 365 Customer insights. Change to settings on left hand side cornor of the screen. Click on Feature Switches. Let’s look at each of the settings what they does…
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Send text messages using Vibes on Microsoft Dynamics 365 Marketing

Hello Everyone, Today I am going to show how to send text messages from Microsoft Dynamics 365 Markerting using Vibes Account. Let’s get’s started. Suppose business want to connect to existing customers through text messages. You can use your Vibes account to do all real time marketing to send text messages to maximize customer engagement.…
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Send alphanumeric SMS senders from Dynamics 365 Marketing

Hello Everyone, Today I am going to share how to send alphanumeric SMS senders to increase engagement. Let’s get’s started. Now you can send alphanumeric senders, you can now send one way text messages to your customers using a custom string of letters or numbers, making it easier for customers to recognize that messages are…
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{How to} Turn on Features on Dynamics 365 Customer Insights

Hello Everyone, Today i am going to show how to turn on new features and existing features on Dynamics 365 Customer Insights. Let’s get’s started. Login into Dynamics 365 Customer Insights. Change to Settings on the bottom left hand cornor. Then click on Version and you will see turn on features, click on it. Then…
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Real Time Marketing in Dynamics 365 Customer Insights

Hello Everyone,  Today i am going to share the benefits of Real Time Marketing (RTM) in Dynamics 365 Customer Insights Marketing. Let’s get’s started. Do you know Microsoft has introduced RTM to replace Outbound Marketing going farward. First let’s see Outbound Marketing (OBM) Outbound marketing is used for segment based journeys, where you can communicate…
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