Dynamics 365 for Marketing | Episode -05 | Social Configuration | Social Posting by Srinath Pega

Configure your social media accounts Social posting enables Dynamics 365 Marketing users to author, schedule, and publish posts to a variety of social media channels and accounts. You must configure and authenticate each channel and account that you'd like to make available for use with this feature. In the current version, you can configure accounts … Continue reading Dynamics 365 for Marketing | Episode -05 | Social Configuration | Social Posting by Srinath Pega

Dynamics 365 for Marketing | Episode -04 | Content Management | Files | Keywords | by Srinath Pega

Manage marketing content Images, graphics and videos are important elements that enhance your marketing emails and marketing pages. In order to use these elements in your designs, you must first upload them to Dynamics 365, which also hosts the images and delivers them when contacts open an email or marketing page. Upload images Whenever you … Continue reading Dynamics 365 for Marketing | Episode -04 | Content Management | Files | Keywords | by Srinath Pega

Dynamics 365 for Marketing | Settings | Episode -02 | Form Matching Strategies by Srinath Pega

The Form matching page of theĀ Settings,Ā matching strategies to define how form submissions are matched to existing contacts or leads. The strategies are necessary when deciding to update an existing record or create a new one. A simple contact-matching strategy, for example, might be based on an email address alone. When a submission is received, Dynamics … Continue reading Dynamics 365 for Marketing | Settings | Episode -02 | Form Matching Strategies by Srinath Pega

Dynamics 365 for Marketing | Episode -01 | D365 Trial Set-Up by Srinath Pega

Marketing offers a free 30-day trial. After a quick sign-up, you'll have access to many of the app's key features. The trial allows you to test the app with sample data and even try out your own customer data.  To sign up for the trial: Go to theĀ trial overview pageĀ and select theĀ Try for freeĀ button.To sign … Continue reading Dynamics 365 for Marketing | Episode -01 | D365 Trial Set-Up by Srinath Pega