Spring Update Webinar Series for Dynamics 365

Dynamics 365 is an amazing tool, but that doesn't mean there's no room for improvements. The creative minds at Microsoft have once again found ways to make the platform even better! In this Spring Update webinar series for Dynamics 365, we're pulling in our Dynamics 365 experts from around the globe to showcase the most exciting changes. From user control setting to Dynamics 365 for Marketing (yes, it's finally here!), we're eager to show how Dynamics 365's improved ERP and CRM functionality will take businesses to new heights. Read on to learn about each session. To register, click each individual session's "Register Now" link.

 

What's New for the Admin?

May 10, 2018 | 9:00am-9:30am CST – If you are an Administrator or Developer within Dynamics 365 for Sales or Finance and Operations, the Spring 2018 release showcases a number of changes and new features that are sure to excite. Register now to learn about new features around Extensibility, Servicing, Deployment, and Compliance. This session will highlight some of the biggest changes and how to take advantage of them.

This session is in the past.  Click here to watch the on-demand recording.

What's New for Customer Service?

May 15, 2018 | 9:00am-9:30am CST – The Spring 2018 release of Dynamics 365 for Customer Service delivers investments in user experience, performance, developer productivity, and compliance across the Customer Service Hub, Dynamics 365 Portal, Voice of the Customer (VoC), and Unified Service Desk. This session will focus specifically on the case and knowledge management capabilities, portal experience, and VoC survey enhancements.

This session is in the past.  Click here to watch the on-demand recording.

Business Intelligence for Dynamics 365

May 17, 2018 | 9:00am-9:30am CST – We continue to receive enhancements monthly to the Power BI desktop and Service capabilities. Several pre-built app templates have been available through AppSource for Dynamics Sales and Service, Financials, Process analytics, and others. The Spring release is offering new templates and Analytics for Voice of the Customer, Insight Apps for Sales and Service, and the Common Data Service. Excel continues to play an important BI role with additional enhancements. This webinar will explore and demo many of these exciting new capabilities.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Dynamics 365 for Finance and Operations for the Finance End User?

May 22, 2018 | 9:00am-9:30am CST – The Spring 2018 release of Dynamics 365 for Finance and Operations delivers enhancements in system performance, servicing, reliability, and extensibility. It also offers new ways of integrating with other Dynamics 365 products and adds to the suite of business productivity tools. This session will focus specifically on changes to business productivity, integrations, and compliance as it relates to the finance end user.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Dynamics 365 for Talent?

May 24, 2018 | 9:00am-9:30am CST – Take a look into new capabilities for Dynamics 365 for Talent, added during Business Applications Spring 2018 Launch. These updates help you engage, collaborate with, and empower employees while maintaining your organization's culture.  As we keep people at the center of digital transformation this session will focus on the updates to the Core HR area.  We'll also take a look at how HR professionals can lead the way as our workforce increasingly becomes more mobile.

This session is in the past.  Click here to watch the on-demand recording.

The Common Data Service and Dynamics 365

May 31, 2018 | 9:00am-9:30am CST – The Spring 2018 release brings about a significate change to Power Apps and more specifically, the Common Data Service - dividing them into two areas. The two areas have been named Common Data Service for Apps and Common Data Service for Analytics. This session will focus on what's new in the Common Data Services for Apps and the new integration touchpoints including Dynamics 365 for Sales, Finance and Operations, Talent, and Project Service Automation. Register now to learn more.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Finance and Operations for the Operations End User?

June 5, 2018 | 9:00am-9:30am CST – The Spring 2018 release of Dynamics 365 for Finance and Operations delivers enhancements in system performance, servicing, reliability, and extensibility. It also offers new ways of integrating with other Dynamics 365 products and adds to the suite of business productivity tools. This session will focus specifically on changes to Project Management improvements, Supply Chain enhancements, embedded Power Apps in workspaces and forms, and custom fields as they relate to the operations end user.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Power Apps and Flow?

June 7, 2018 | 9:00am-9:30am CST – The Spring 2018 release brought about some big changes to the Business Application Platform including Power Apps , Flow, and the Common Data Service. This session will focus specifically on changes to Power Apps for Applications and Flow. Our speaker will dive into how these tools are modernizing business processes across Dynamics 365 applications while offering up low and no code solutions to help transform how people work.

This session is in the past.  Click here to watch the on-demand recording.

It's Here! Dynamics 365 for Marketing

June 12, 2018 | 9:00am-9:30am CST – This session will cover an introduction into the new Dynamics 365 for Marketing app. It will include Customer Journeys, Creating Segments, how this feeds into Voice of the Customer Surveys, and more! We will take a deep dive into Customer Journeys themselves and how to get insights from the customer interactions and behaviors. The session will also explore how you can grade your leads generated from Marketing activity feeding straight back into your sales life cycle within Dynamics 365.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Dynamics 365 for Sales?

June 14, 2018 | 9:00am-9:30am CST – The focus of the Spring Release 18 for Sales is all about intelligence and analytics for your sales team. The updates allow them to stay better engaged with your customers, send the right messages at the right time, and increase their productivity. In this session, learn about the powerful embedded intelligence features of Relationship Assistant, Auto Capture, Email Engagement, and the enhanced integration with LinkedIn Sales Navigator.

This session is in the past.  Click here to watch the on-demand recording.

Happy Dynamics 365'ing!

Why Email Marketing is More Important Than Ever: Adobe Campaign & Microsoft Dynamics 365

It's hard to believe the first email ever sent was nearly 47 years ago on June 8, 1971. This channel of communication has undergone massive change over the years. Email marketing has exploded, ushering in an entirely new industry in digital marketing technology. Businesses continually look for ways to enhance their digital footprint and reach their customers with a personalized, compelling story, and the momentum behind email marketing shows no signs of slowing down. Adobe reported at the end of 2017, over 150 billion emails were sent with Adobe Campaign. For the fifth consecutive year, Adobe was recognized as a leader in Gartner's Magic Quadrant for Multichannel Campaign Management report. Needless to say, email is still king!

A marketing department's mission is to engage prospects. Success of that objective is achieved by unlocking email marketing's full potential. The key is great content. Great content sells better than a great deal in business-to-business selling. Analysis of email marketing campaigns consistently shows 90% of emails with call to action text "more info" wins over call to action text like "try me now" or "buy now." What does this tell us? B2B buyers are seeking to be educated.

When businesses are shopping, they typically have problems, they need to fix those problems, and need to know if you can fix it. Effective email marketing messaging follows these powerful steps. To educate, provide the solution and the necessary credentials. This formula, when implemented in a timely fashion to individuals seeking to solve a problem, can be and is incredibly effective. However, messaging alone doesn't close the loop. CEOs are looking for an ROI. Where are the dollars going and how can resources be fine-tuned? The allocation of marketing dollars needs to be a science not an art.

Enter Sandman – AKA Dynamics 365

A CRM platform plays a critical role in personalization and segmentation of the message as well as the prompt action from the individuals "reading the tea leaves" of data provided by marketing technology to close out the engagement. This is the secret sauce! The integration of the messaging with the master database and life blood of the sales organization, CRM. The integration of Adobe Campaign and Dynamics 365 makes this possible. The bi-directional sync of this information and mirroring each database was the first step to this end and empowers sales. This connection is the first step to true ROI.

Here we stand, a year later, Adobe Summit 2017 in the rear-view mirror, and Adobe Summit 2018 is just around the bend. Version 1.0 of the integration accomplished quite a bit. What improvements might we expect a year later? Well, Joe D365 has seen the Road Map and I'm here to tell you exciting developments are inbound! Stay tuned!

Series to return in April post-Summit 2018.

Headed to Adobe Summit 2018? Let us know – we'd love to connect! PowerObjects will be at the Microsoft and HCL booths showcasing the Dynamics 365 and Adobe Marketing solution.

Happy Dynamics 365'ing!

Getting Started with Campaign Management in Dynamics 365

As with most features of Dynamics 365, there is a lot of functionality available for campaign management. So where does a company start with the tool? In this blog, we'll cover some basics to get started!

1. Keep it simple starting out – There are a ton of companies out there that will tell you they have the greatest marketing and marketing automation tools out there for your business. Some of them are really good too. If you're reading this post, you've likely never delved into this realm before, so it's best to start small and simple. Pick a simple marketing campaign you already run at your business and track it's results manually. This could be an outbound mailer, and email campaign sent from MailChimp, or something similar for which your company has a process already in place for delivery and collection of responses. I'll use the outbound mailer as my example going forward below.

2. Decide what do you want to track – For our demo outbound mailer, we asked them to email us at our dedicated email address: tellmemore@notarealcompany.com. This will give us a concrete data point to track as a response.

3. Decide what will you do with the responses in the system – Will they need to be converted to leads, opportunities, accounts, contacts? Pick what best fits your current business model. If you're not sure, check out our CRM Book online to learn a little more about the distinct types of records.

4. Who is going to do the entry of responses into the system? Make sure they have system access – Unless this is a massive campaign creating hundreds of responses daily, usually one or two folks will suffice.

5. Add a new campaign into Dynamics 365 – Be sure to include any and all essential information on the campaign record such as start and end dates, etc. If you don't know something, don't make it up.

6. Select campaigns from menu.

7. Add a new campaign.

8. Enter responses as they come in and convert if needed– As the emails start flowing in from your mailer, enter the respondent information as a campaign response for your campaign in the system. If they needed to be converted to another record type, do it now.

9. Add your responses.

10. Convert responses to actionable records.

11. Have your sales team follow-up on your responses as normal – Have them work their new records created from these responses and watch them turn into new tracked revenue streams from your Marketing Dashboard.

12. Converted response can now be worked by the sales team.

13. View the results and close-the-loop from your dashboards.

Once you've mastered an introductory campaign. You're ready to dip into the world of marketing lists and automation.

And that's how you can quickly get started with campaign management in Dynamics 365! To get other helpful tips and tricks delivered right to your inbox, subscribe to our blog.

Happy Dynamics 365'ing!