The company’s physical address must be written under ”Default Content Settings” – but it is just part of the entire setup. Some settings you have to do before you start and others can be customized as you start using the system. Contact For A Fact for the right advice.
For example, Microsoft has set up a standard Subscription form, which is activated too. (Live)
This is because you are not allowed to send marketing related emails without a link to a subscription form where the recipient can either unsubscribe or update their preferences. (You can still send Transactional emails)
The default setup from Microsoft contains only one email field – maybe your company wants more fields inserted? You may need to create new Form Fields first to be able to add your own fields to the form.
The layout is also in a simple standard setup – we recommend you shape and style the layout and adapt to the company’s colors and layout.
If you take a closer look at the image above, you will also be able to see the Default contact matching strategy and Default Marketing Page – this refers to some of the different settings you need to review and decide on before you really start using Dynamics 365 Marketing.
Here you can see the overview of all different setting options in Dynamics 365 Marketing
Contact which is also several different leads at the same time – What?
This is one of the points that many get a little confused about when starting up with Dynamics 365 Marketing.
If the marketing department is used to work with Dynamics 365 Sales (what is still known as CRM) then you will know that in classic CRM a Lead and a Contact are two different entities and thus the individual in your CRM is either or. You have to target your marketing activities to either group.
Dynamics 365 Marketing only focuses on Contacts in their Customer Journeys!
However, you can continue to work with Leads – but do not target marketing activities to these via a Customer Journey. Therefore, you will often create them as a Contact with an associated Lead.
You have a Contact that can be both an existing customer or a completely new lead that you want as a customer. In Dynamics 365 Marketing, we create the person as a Contact – but also as a specific Lead and note here where and how we are in dialogue with the person.
In short, this means that a single Contact can have several different Leads records and you can segment and target different marketing activities for all these different Leads – but the same Contact.
Confusing? Let us give you an example.
- Contact – has 2 different Leads records attached.
- Lead 1 (created via Webinar) – Customer Journey specifically for this with invitation, link to webinar, follow-up Survey.
- Lead 2 (created via trade fair visit) – Customer Journey to send follow-up to the trade fair.
The same Contact participates in two different Customer Journey flows in Dynamics 365 Marketing and we are able to communicate purposefully and differently.
The two different Journeys will also provide different touchpoints and we can choose how these touchpoints are to be valued. This is what you may know as Leadscore. So we give them different points based on their actions.
You can set up several different lead score models, where the individual model always contains a “sales ready” level. In other words, you decide that when a score reaches a certain value, then this lead is salesqualified (SQL) and can be passed on to the right people in the sales department. The right setup and use of lead score models can be extremely valuable.
We strongly recommend you to set up Lead score models in connection with the setup of the entire system.
For the time being getting the right support from your own Microsoft Dynamics partner can be a challenge. Not everyone has been certified in the system yet. In addition, Dynamics 365 Marketing is more complicated and contains marketing terms that traditional CRM partners are not aware of.
It is possible to get direct support from Microsoft in connection with Dynamics 365 Marketing. However, it is typically something that refers to Microsoft partners.
We at For A Fact believe that there will be a need for close collaboration between Dynamics 365 partners and specialists in data marketing consultants such as For A Fact. We already have a handful of partners from Microsoft’s partner channel who want to use For A Fact as their regular partner to handle the customers who want to use the Dynamics 365 Marketing solution.
Feel free to ask us who we work with in connection with Dynamics 365 sales + Dynamics 365 marketing.
Development – new features and opportunities
The system is being developed at a fast pace – in fact so fast that their own support pages are often not updated. Therefore, self-training can sometimes be a little difficult and if you are not in touch with the system for a short period of time, there is a good chance that new opportunities have arisen or something has changed in appearance or space.
Feel free to come up with your own questions – then we will try to answer them. The list here will be updated as new questions arise. Fill out the form at the bottom of the page and send us your question.
What we are most asked about at For A Fact in relation to Dynamics 365 Marketing is:
- “Is the system ready?”
- “Is it good enough?
- “How is it compared to ClickDimensions?”
Our answers are:
- With the development that takes place on the system (rumor has it that 200 men develop alone on Dynamics 365 Marketing) as well as the entire new platform with Power Apps, CDP (Customer data Platform – Customer Insights) and CDM (Common data model) – the complete package in Dynamics 365 is incredibly exciting to work with.
- Dynamics 365 Marketing is ready for the current needs of the vast majority of Danish companies. Of course there are areas where we come up with recommendations and inputs on improvements to Microsoft but in the big picture the answer will be yes, the system is good.
- In relation to ClickDimensions. We would like to give you our answer if you tell and show your data-driven marketing strategy. Once you have a definite strategy, it will make sense to compare, which system best supports your strategy.