- Видео 30
- Просмотров 33 901
ServerSys
Великобритания
Добавлен 9 сен 2016
ServerSys's RUclips channel features content showcasing the best of CRM. With a focus on Microsoft Dynamics 365 and Power Platform. We aim to bring you the newest updates, overviews, announcements and roadmaps.
Learn more from us about Microsoft Dynamics 365 and the Power Platform at www.serversys.com/
Learn more from us about Microsoft Dynamics 365 and the Power Platform at www.serversys.com/
New Features for Dynamics 365 Real-Time Journeys (Customer Insights - Journeys)
See examples of the latest 2024 updates to Microsoft Dynamics 365 real-time journeys in Customer Insights - Journeys, including:
0:00 Add multiple audience segments to a journey
0:26 New audience split controls
1:55 Double opt-in functionality
2:55 Bot activity filtering
3:42 Form prefill
4:26 Form capture
5:13 Outbound marketing deprecation
We also highlight the upcoming deprecation of the Dynamics 365 outbound marketing module and the benefits of transitioning to real-time journeys.
For help implementing real-time journeys or moving from outbound marketing, don't hesitate to get in touch with ServerSys.
#Dynamics365 #D365Marketing #MarketingAutomation
0:00 Add multiple audience segments to a journey
0:26 New audience split controls
1:55 Double opt-in functionality
2:55 Bot activity filtering
3:42 Form prefill
4:26 Form capture
5:13 Outbound marketing deprecation
We also highlight the upcoming deprecation of the Dynamics 365 outbound marketing module and the benefits of transitioning to real-time journeys.
For help implementing real-time journeys or moving from outbound marketing, don't hesitate to get in touch with ServerSys.
#Dynamics365 #D365Marketing #MarketingAutomation
Просмотров: 127
Видео
New Grid Features for Dynamics 365 and Model-Driven Power Apps
Просмотров 285Месяц назад
See examples of grid enhancements in the 2024 Release Wave 2 for Dynamics 365 and model-driven apps. From simplified column management to powerful data grouping, these features improve navigation and help you act on your data. 0:00 New Reorder Column Controls 1:03 Infinite Scrolling 1:33 Group by Column 2:29 Aggregate Numerical Columns Please contact ServerSys to find out more and for assistanc...
Power Apps Explainer - How to Transform Manual Tasks into Efficient Workflows
Просмотров 1082 месяца назад
Discover how Power Apps transforms manual tasks into efficient digital workflows, boosting your organisation's agility and productivity. This overview highlights practical uses of Power Apps in modernising business processes. See an example of a mobile app for sales quoting, which illustrates how Power Apps simplifies operations and enhances customer experiences. You'll also see how low-code to...
Explainer: Dynamics 365 Sales Sequences
Просмотров 3743 месяца назад
Are you looking to streamline your sales processes to ensure your team handle leads with consistency? In this introduction, see how Dynamics 365's Sales Sequences feature eliminates the guesswork in lead handling by providing clear, actionable steps for sellers. From sending an initial email to following up with a phone call, discover how this feature prompts sellers to maintain momentum and co...
Demonstrating Dynamics 365 Sales Sequences
Просмотров 4304 месяца назад
This video explores the Sales Sequences tool in Microsoft Dynamics 365. This is a key feature of Sales Accelerator that helps sellers be more productive by using a consistent, organised sales process when managing leads, contacts, accounts, and opportunities. In this demonstration, explore the Seller's perspective for managing records in a typical workflow, examine the process of creating seque...
View Exact Copies of Personalised Emails in the Timeline for Dynamics 365 and Power Apps
Просмотров 1186 месяцев назад
Demonstrating an enhancement to Microsoft Dynamics 365 Customer Insights - Journeys that enables users to see the exact copy of marketing emails sent to contacts and leads. Watch to see an example of how all teams can view the personalised detail of each message from the interaction timeline across Dynamics 365 modules and Power Apps. 0:00 Introduction 0:53 Viewing emails from the timeline with...
Associate Emails with Multiple Records | Dynamics 365 and Power Apps
Просмотров 2437 месяцев назад
Demonstrating a new Microsoft Dataverse feature enabling Dynamics 365 and Power Apps users to associate an email activity with multiple records across different tables/entities. 🕑 Timeline 0:00 Introduction 0:24 Link an email to multiple records using the activity 'related' field 1:10 Using the advanced lookup 3:03 Important points Learn more about this feature: www.serversys.com/insights/assoc...
Demonstrating Focused View in Microsoft Dynamics 365 Sales
Просмотров 4488 месяцев назад
In this video, see a demonstration of the Focused View in Dynamics 365 Sales. Avoid constantly switching between tabs and views with this time-saving solution. The Focused View allows sellers to: ✅ Quickly navigate through leads, opportunities, and records in a single screen ✅ View record details and timeline on one side, with the list on the other ✅ Update fields, schedule activities, and take...
Demonstrating Microsoft Dynamics 365 Customer Insights - Journeys (Real-Time Marketing)
Просмотров 11 тыс.8 месяцев назад
Unlock real-time customer engagement with Dynamics 365 Customer Insights - Journeys. Powered by unified data and Copilot AI productivity features, see examples of how this module will help you create personalised, effective customer journeys. Watch this comprehensive walkthrough covering everything from email customisation and segment creation to the use of triggers and marketing analytics. Dis...
Dynamics 365 Outlook App explained
Просмотров 475Год назад
Learn how to install the Dynamics 365 Outlook application: docs.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook Introduction 00:00 Benefits 00:44 Tutorial 01:51 Learn more insights about Dynamics 365 and Power Platform at www.serversys.com/news
Conditional Email Content with Dynamics 365 Marketing
Просмотров 250Год назад
In a recent update by Microsoft as part of the latest release wave, Dynamics Marketing has been updated with Conditional content features inside the real-time marketing app. Conditional content is an easy way to deliver effective and engaging personalized content to target audiences at a more granular level. learn.microsoft.com/en-us/dyn... Learn more insights and news about Dynamics at www.ser...
Dynamics 365 Marketing - Social Media Posting
Просмотров 616Год назад
Discover how with Dynamics 365 Marketing you can post to social media channels and schedule content. Learn more insights and news about Dynamics at www.serversys.com/news
Dynamics 365 Marketing - Pages, Emails, Events and Customer Journeys
Просмотров 732Год назад
Dynamics 365 Marketing - Pages, Emails, Events and Customer Journeys
Outbound vs Real time Marketing - Dynamics 365
Просмотров 3,7 тыс.Год назад
Outbound vs Real time Marketing - Dynamics 365
GDPR Capabilities in Dynamics 365 Marketing
Просмотров 1,1 тыс.3 года назад
GDPR Capabilities in Dynamics 365 Marketing
Power Apps Taster Introduction - Expenses
Просмотров 1203 года назад
Power Apps Taster Introduction - Expenses
Dynamics 365 Marketing May Preview - AI Infusion is coming!
Просмотров 873 года назад
Dynamics 365 Marketing May Preview - AI Infusion is coming!
Dynamics 365 Marketing Overview 2021
Просмотров 9 тыс.3 года назад
Dynamics 365 Marketing Overview 2021
Microsoft Dynamics 365 and Teams Integration Overview
Просмотров 3293 года назад
Microsoft Dynamics 365 and Teams Integration Overview
Dynamics 365 Marketing Wave 1 2021 Roadmap Overview
Просмотров 1143 года назад
Dynamics 365 Marketing Wave 1 2021 Roadmap Overview
Dynamics 365 Cloud CRM Security Best Practices
Просмотров 595 лет назад
Dynamics 365 Cloud CRM Security Best Practices
AI and CRM - The Next Business Revolution
Просмотров 1,8 тыс.5 лет назад
AI and CRM - The Next Business Revolution
Excellent demo!! learn a lot, but I am wondering how to do " Campaigns" that I used to do in outbound module in Real-time journey?
Hi, Thank you! Outbound marketing is being deprecated, so you'll need to transition to the real-time module. The concept of creating journeys to run campaigns is similar to Outbound, but existing journeys and emails will need to be moved across. We've outlined these steps in our article, www.serversys.com/insights/dynamics-365-outbound-marketing-deprecation-and-transitioning-guide/. Please contact us if you want assistance setting up Real-time journeys.
Great overview, many thanks.
Great overview! How can tags be added to contacts and accounts to help with creating segments?
Thank you. This will depend on the implementation of tags as a column/field in your Dataverse. If you use system-defined tag labels using multiple choice data types, this can be added like any other column to your segment criteria. If you have user-defined tags using a custom solution, this will depend on how it was implemented.
Hi! Do you know if it is possible to deploy the customizations of the focused view to other environment or is this environment specific?
Hi, The focused view customisations are unique and specific to each environment.
Thanks for the demo. I wonder whether it might look like Mailchimp or some email marketing apps
Thank you for this video. This clearly explains the intro of Dynamics 365 Customer Insights - Journey.
Thank you for this excellent demonstration. I needed to quickly understand what Custom Insights Jouneys is and now i know 🙂
You're very welcome!
Is there any way to do social media posting and monitoring KPIs in customer insights journeys like in the previous marketing app?
Hello. Microsoft hasn't added functionality that enables social posts to be scheduled. This has been part of the Dynamics 365 outbound marketing, but it's not current available in this real-time marketing module within Customer Insights. The app can be used to monitor KPIs, for example using the flows through each journey stages, using marketing goals and the embedded Power BI visuals.
excellent thank you very much
This video is gold - cuts through the BS and gets right to it. Thanks!
p̳r̳o̳m̳o̳s̳m̳ 💕
How you got that chat mark in end, I tried implementing the same thing and I am getting the "Collaborate with team" logo. When I click it, it opens the team channel.
Hi Ravi, do you mean the the final screenshot? It might be because its in preview which you may not have access to. Go into settings an you maybe able to turn it on :)