Dynamics 365 Marketing Tutorial (Real Time Marketing / Customer Insights Journeys)

This video is a tutorial for beginners wanting to learn how to use Dynamics 365 Real Time Marketing (now known as Customer Insights Journeys). I take you step by step through the core parts of Real Time Marketing - creating segments and triggers, emails and text messages / SMS, and then how to create a personalised communications journey. #customerinsights #dynamics365 #marketingautomation

Timestamps:
0:00 - Introduction to Dynamics 365 Real Time Marketing
1:55 - Segments
8:44 - Triggers
15:03 - Emails
23:12 - Text messages
24:51 - Journeys
35:12 - Insights
35:43 - Further Learning

[Jillianz]

This was the best demonstration of Microsoft Insights - Customer Journey (artist formerly known as Microsoft Marketing). Thank you for the behind the scenes look at the system!

[CRMHeidi]

Oh my goodness I LOVE Daisy and how you handled the (quiet!) barking!

[DimaSofiyuk]

This tutorial is super helpful for getting a grip on Dynamics 365's real-time marketing! It makes segmenting and triggering marketing efforts look so seamless. I personally use Plerdy's free version on my site to better understand visitor behavior, and it's amazing how such tools can simplify complex data into actionable insights. Really boosts productivity! 👍

[BigzampanoXXL]

hello lisa, we like your videos - my whole company (IT), well done. greetings from vienna.

[philliphubner]

You have been an amazing contributor, i have been setting my CRM up and could not have done it without you 😅

[lillyclimant]

Thank you so much Lisa for taking time to share your knowledge. Would love for a tutorial on Event Management. Thanks in advance.

[NotYourAverageJoeRogan]

Can I just say that I love the dog tax being used in the video! My old company had a rule for concalls during COVID days. If the dog was heard barking on the call, you had to take a picture of them in the moment and share it in the chat. One of my better memories from COVID quarantine days. 🙂

[Ali-bi]

Thanks for the tutorial Lisa. Would love to see a tutorial on event management.

[yousefrasmy]

Thanks, Lisa for that amazing Tutorial
and yes pleas I would love to learn about event management from you

[GeneralUseStuff]

Hi Lisa, great work, I love your videos. Question, if I allow a client to request a parcel to be sent to them is their a way to track that within a journey and have it kick off some kind of process so that we can track the packing and processing of a physical parcel post? Thank you!

[hlggxor]

Hi! Thanks for a great turtorial. I wonder if there is support for creating forms, marketing pages and subscription lists in RTM? I can’t find it

[lauragodenzi]

Hi Lisa, great introduction video, thank you. Do you have any insights on how marketing lists created from the sales app will be used within Real Time Journeys - if at all?

[johnjanis]

Would you be able to do a video covering the compliance and communication preferences of a contact in emails?

[left_right_rooster]

Thank you so much for the great video. Can you share how you customized state for address 1 instead of out-of-box state/province?

[garywhitewolf]

Thank you. Is it possible that we can insert a data into business central from Dynamics 365 Sales? As here is CRM, when contract is confirmed, we want to also insert a data in BC. Do you have this tutorial video?

[nyd]

Hi. Thank you for the video. I have tried and tested around 18 email marketing softwares and the inbox deliverability always becomes a problem despite doing all the correct things. What is dynamic 365 like for inbox deliverability?

[jonatanapp]

When you want to send an SMS, you can change the main phone number of the lead or contact. Is it possible?

[wqxrxmm]

thanks somuch for the video! is there a full course somwhere?

[ixbicjf]

Thanks for your great tutorial! I wanna ask if there is a limit in the journey configuration? When I configure a journey, it tells me that I can't publish the journey cause there are too many operations present (more than "500")

[embillones]

Hi Lisa, what happened to Landing page and Social Post? I cant seem find them in new trial. Thank you.