Category: Dynamics Marketing

Programmatically accessing data from Dynamics Marketing Insights

insightsRecently I got a question from one of the customers on how to extract data from Dynamics Marketing Insights as there is no export functionality so far. They just wanted to extract data as CSV or Excel and send this data to some other people for analysis. In this article, we will go through some undocumented Dynamics Marketing APIs, which can help you with this task.

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Export Segment members from Dynamics Marketing

DatabaseDesign_Infographic-1All my customers are usually asking how to export members of the segments to excel or CSV. This feature is also requested by people at experience.dynamics.com, and so far is planned for April 2020. You can read more here: Ability to export Segment members to Excel. In this article, I would like to show you how you can build a fetchxml which will export members data from the segment.

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Track contact progress in the customer journey

customerjourneyI would like to continue my set of articles about Dynamics Marketing, and today I want to tell you how you can track in which part of customer journey your contact is. I have several customers who asked about this feature, and we’ve found a quite simple and supported way to implement this functionality. In case you have similar requirements please use below solution to achieve it.

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Quick Send feature in Dynamics Marketing

marketingAs my team recently did a successful implementation of Dynamics Marketing, I want to share with you some tips and tricks on this topic. This time we will be talking about how to send an e-mail from dynamics marketing immediately and without the customer journey. This feature highly requested by our customer, and even more, there should be the possibility to use workflows for this. Currently, Microsoft has planned this feature for October release, and you can check the status of this request here: Email marketing features. Our customer doesn’t want to wait, and it was not possible to finalize the project without this feature so that we’ve implemented it and you can learn how. Continue reading “Quick Send feature in Dynamics Marketing”