MVW Consulting Ltd

If you've started using Lead Scoring in Realtime Marketing as part of Customer Insights - Journeys, nice one! That's a great start. Hopefully you've also started building segments to find people who have a over a specific score to send them on Journeys, even better! You might have then noticed the other option in the Lead Management section name Qualification. Exciting! Well, before you get carried away or assume what it will do, let's take a deep dive so you can see if it's even right for you and your organisation. #CustomerInsightsJourneys #LeadManagement #RealtimeMarketing #D365Marketing Using Lead Scoring Qualification Functionality

Did you know about the hidden features in a model-driven app? Well maybe not hidden, but perhaps overlooked when you are creating a new app, or reviewing existing ones. There are a whole host of different settings available to turn on and off to create slightly different experiences depending on what app someone is using. In this post, I will walk through some of the current ones that might be of interest and show what happens when they are turned on versus turned off. #PowerPlatform #Dynamics365 #Dataverse #ModelDrivenApps Hidden Features In Model-driven Apps

If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using it. You might want to send a Lead through a Journey once they hit a specific score to try and keep them engaged. Alternatively, you may wish to remove Leads from Journeys if they end up with a negative score. Setting up your Segments for this is pretty easy by adding the Lead score table and using values and attributes from that table. This post will show you how to achieve this. #CustomerInsightsJourneys #RealtimeMarketing #D365Marketing #LeadScoring Use Lead Scores To Create A Segment

You might have already noticed this, but there is a new ‘experience’ when accessing the Advanced Settings for a Dataverse/D365 environment. As someone who accesses quite a few environments, I had seen it in some but not others and was curious why. This quick post shows how you can (currently) switch between the two. Note that this is currently a preview feature (Wave 2 2024) but likely it will become the default experience at some point in the future. #Dynamics365 #CustomerInsightsJourneys #RealtimeMarketing #D365Marketing Switching Between The Advanced Settings Experience

The form pre-fill functionality has been around for years, but for Outbound marketing. It was added to Realtime in the September 2024 update in preview. The really exciting thing about how the pre-fill works in Realtime that differs with Outbound, is that cookies are not relied on for it to work. Awesome! This means we can send out an email to a Lead or Contact with a link to a page that contains a form, and the values we want to include as pre-filled are populated based on context passed through in the URL. Let’s jump in! #CustomerInsightsJourneys #RealtimeMarketing #D365Marketing #MarketingForms Form Prefill In Customer Insights Journeys for Realtime Marketing

My good friend Jeroen Scheper wrote about the new column security profile experience that has been introduced with Wave 2 for Dynamics 365. When reviewing that, I noticed the new secured masking rules that could be added to your solution so I wanted to dig further in to how it all works. It took a bit of head scratching and searching online leading to a few blogs that also referred to attribute masking rules (not needed for this) too from back in March 2024. This process is in preview, so keep that in mind, but this post should show you how it works so you have a true understanding before you jump in feet first and try and use it for yourself! #Dynamics365 #Wave2 #PowerPlatform #Dataverse Secured Masking Rules In Dataverse (Dynamics 365)

The lead scoring for Customer Insights – Journeys (D365 Marketing Real-time) has been around for a while now, but when it was first released it had a few ‘issues’ or ‘quirks’ shall we say. It’s taken me a while to write about it while waiting for those teething problems to work themselves out. Now, I will say I think it’s a valuable piece of functionality for those using Leads in Dynamics 365. It’s hard to manage and keep on top of all your leads and know which ones are most engaged or interested in your marketing communication, so assigning points to different ‘things’ they have done will help to build up a big picture of the leads. Let’s take a look at how to set it all up. #CustomerInsightsJourneys #D365Marketing #Marketing #Realtime #LeadScoring Create Lead Scoring Models in Real-time Marketing

Now this one is something I tend NOT to suggest but it is definitely a request that comes up A LOT. How can I create a segment of people I can just add by picking people myself, or based on an upload file. If there isn’t any filtering criteria, you can use the Include Members feature when building your segment, but that has limits of 100 records that can be added in this way. Marketing Lists have been around for well over a decade (anyone know when they were introduced?) and are definitely still used by a LOT of organisations. This post looks at how you can take advantage of a marketing list with way more than 100 members and use it to create a Segment in Realtime marketing. #D365Marketing #RealtimeMarketing #CustomerInsightsJourneys Create Segments From Marketing Lists In Realtime Marketing

If you are using Customer Insights – Journeys and did so before it became Realtime Marketing only (prior to September 2023), Outbound Marketing is still a thing for you. However, as you SHOULD know, Microsoft have announced that June 2025 is when it will truly go away for good. Hopefully you’ve already started making that transition. Once you are through the woods and using Realtime Marketing ONLY, it’s time to get Outbound hidden and make sure none of your users are going back to old habits. Take a look at how simple it is, and get a list of all the items that will no longer be there in the navigation for you. #CustomerInsightsJourneys #RealtimeMarketing #D365Marketing #Outbound What Happens When You Hide Outbound Marketing?

The release notes for Dynamics 365 Wave 2 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn't necessarily thought of! #D365Marketing #CustomerInsightsJourneys #Wave22024 Wave 2 2024 Customer Insights Journey Chat With Amey Holden https://lnkd.in/e5g6zpt3