Are you a beginner looking to master Dynamics 365 Marketing? Or are you a seasoned marketer trying to figure out how the recent updates can help unleash the full potential of Microsoft’s powerful marketing platform?  

Dynamics 365 Marketing already comes loaded with advanced features and capabilities that enable marketers to reach the right audience, at the right time, with the right message. But what if you could further improve your user experience as well as unlock all the benefits that Microsoft Dynamics 365 Marketing has to offer?  

Today, we‘ll equip you with the most effective Dynamics 365 Marketing tips and tricks to help you do just that and more! Learn how you can drive engagement, boost conversions, and achieve remarkable marketing success using Microsoft’s leading marketing platform. And get ready to transform the way you connect with your audience by supercharging your marketing workflows!

1. Boost Conversions With Automated Lead Scoring 

Lead scoring in Dynamics 365 Marketing involves defining your scoring model, assigning appropriate values, considering negative and decay scoring, and creating lead scoring tiers. It’s important to ensure alignment between marketing and sales teams and to regularly review and adjust your model. Negative scoring can help identify less engaged leads, while decay scoring decreases scores over time due to inactivity.  

Plus, Dynamics 365 Marketing integration with other Microsoft apps can offer you more comprehensive insights. So, don’t forget to use them fully. You should also use its dashboards and reporting capabilities to track the effectiveness of your lead-scoring models and automation workflows. That way, you can continuously optimise your models and workflows based on the outcomes of your lead scores.  

This process, aimed at enabling the marketing team to help the sales team focus on the most-promising leads, can reduce the sales cycle and increase conversion rates. But it’s not a one-time setup but requires continuous monitoring and adjustments as per market, product, or buyer behaviour changes. 


2. Automate Your Email Marketing Campaigns 

Automating email marketing with Dynamics 365 Marketing is a fairly straightforward process that can save time and increase efficiency for your business. To automate your email marketing campaign, you can start by creating email templates within the Dynamics 365 Marketing platform. You can also create targeted lists of recipients based on specific criteria, such as user behaviour, demographics, or interests. These lists or segments can be static or dynamic, allowing you to personalise and target your marketing emails accordingly. 

Once your email template and segment are ready, you can create automated email campaigns with a drag-and-drop automation feature. This feature allows you to design complex email marketing workflows, including follow-up reminders, triggered emails, and behavioural triggers, all without any coding knowledge. All automated emails can be personalised with dynamic content to make them engaging and relevant to your customers. 

In addition, it’s also important to review your data and campaign performance reports regularly and fine-tune your automation workflows based on the results. This can help you improve the effectiveness of your email campaigns over time so that you can achieve greater success and increase revenue for your business. 


3. Save Time and Effort With Templates 

Have you been drafting emails, designing customer journeys, and segmenting leads from scratch each time in Dynamics 365 Marketing? 

If you are, it’s high time you used templates available in the system. While you can choose from a range of sample templates, it is also possible to create a customised template of your own. By using templates, you can streamline your email marketing, lead segmentation, and customer journeys and effortlessly create engaging forms and pages. 

For example, you can create an email template with company branding and email signature, which ensures consistency without having to manually add them to future emails. Or you can copy the template of a successful nurture journey to create a similar but new journey with a few changes in segment and timeline. 


The Dynamics 365 Marketing templates provide a starting point for marketers to work more efficiently and effortlessly. These templates come with responsive layouts that adapt to different screen sizes and offer a wide range of colour palettes for appealing visuals. In addition, using templates not only helps you save time and effort but also allows you to stay focused on your core marketing tasks, whether you’re creating messages, journeys, forms, or web pages. 


4. Reuse Content Blocks for Consistency and Speed 

Another useful trick to enhance your user experience in Dynamics 365 Marketing is to reuse content blocks. Content blocks are pre-built portions of content, like texts, images, web or social media links, CTA buttons, or email signatures, that you can use repeatedly. It can also include headers and footers, branding elements, layout and design elements,  

You can easily create content blocks either from the content block editor or the email designer. They are versatile, so you can use them multiple times in several scenarios effortlessly for an efficient and consistent workflow. You can also easily modify or copy them, add tags for easy searchability, and update them from draft to live states and reverse. 

Ideally, you can use content blocks for commonly used content, like boilerplate text, legal text, terms and conditions, introductions, and closing remarks, to not only save time but also to have a consistent look for your messages. This way, you can also reduce common mistakes during content creation, which allows you to keep your credibility.  


5. Use Built-in Customer Voice for Customer Insights and Profiles 

Did you know that Customer Voice comes bundled with Dynamics 365 Marketing? Customer Voice is a feedback management tool for creating, analysing, and tracking real-time feedback through surveys.  

Since the marketing platform has built-in support for embedding Customer Voice surveys directly into your emails, why not take advantage of that? You can save time and minimise distractions as there is no need to switch between applications. This way, you can stay focused on the core objectives of your campaigns. 


What’s more, you can also use Dynamics 365 Marketing components, like the segment builder, the email designer, and the customer journey design, to build surveys quickly and effectively. Plus, real-time access to survey feedback enables you to make data-driven decisions that drive better outcomes from your marketing campaigns. Most importantly, you can automate your entire survey process and feedback analysis to generate advanced segments and customer profiles for personalised messages and customer journeys. 


6. Use Timeline for Insights and Collaboration

The contact interaction timeline offers a holistic view of past customer interactions and marketing activities across Dynamics 365 business applications, including the Marketing platform.  

With this unified view of customer activities, you can get a complete understanding of them, enabling you to create personalised experiences for each customer across multiple channels. In addition, sales and service agents can also tap into this centralised interaction timeline to collaborate effortlessly with marketing teams and improve customer engagement. 

For example, sales or service teams can see what stage of the nurture journey a contact is on the unified contact timeline and trigger their own workflows to close deals faster. 

Personalised customer interactions with the right contextual awareness at the right time help you engage with customers better, boosting their buying intention further. This, in turn, expedites customer journeys, allowing you to gain quicker conversions to drive faster growth. 


7. Have Copilot Build Segments and Write Emails 

Have you heard about Microsoft Copilot yet? No? Well, here’s another useful tip! With Copilot in Dynamics 365 Marketing, you have access to two very useful AI features: query assist and content ideas.  

Query assist allows you to target the right audience without relying on time-consuming manual processes and guesswork. All you have to do is describe your desired customer segment in your own words, and Copilot will provide AI-generated suggestions. You can review and modify them to further optimise your marketing campaigns. 


Besides quick segment building, Copilot can also help you create engaging emails with content ideas. It leverages AI to generate email content based on pre-defined keywords and ideas, existing marketing emails, Dynamics 365 data, and internet sources. Using this feature, you can spend less time writing emails and more time on marketing campaigns. 


8. Use Teams for Dynamics 365 Marketing Live Events  

Did you know that Dynamics 365 Marketing now includes direct integration with Microsoft Teams live events and meetings? Here’s another great tip! 

With this integrated experience, you can now create and host live webinars as a Teams live event or a Teams meeting. You or your team members can then share audio, video, and marketing content with up to 1000 participants with an option to engage with presenters.  

Since these webinars are directly integrated into the Marketing platform, the system automatically generates attendee engagement data after the webinar ends. Using this data, you can improve your webinar content and tone of engagement for better marketing results in the future. And all that happens in less time and effort, which is why you should start using this feature ASAP! 


More Dynamics 365 Marketing Tips and Tricks? 

Of course! There are certainly many more clever ways to work with Dynamics 365 Marketing. And we will surely share them with you so that you can get the most out of your Dynamics 365 Marketing. So, stay with us. 

But besides these tips and tricks, you may need additional configurations, customisations, or integrations to truly enhance your Dynamics 365 Marketing experience. For more ways to improve and unleash the potential of your Dynamics 365 Marketing platform, connect with us. 


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