Dynamics CE articles, plugins and more
Category: Dynamics Marketing
Recently 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.
Continue reading “Programmatically accessing data from Dynamics Marketing Insights”
All 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.
Continue reading “Export Segment members from Dynamics Marketing”
Recently I had a conversation with my customer, and they asked me about how to get a list of members for their last marketing campaign who didn’t open received marketing e-mail. So, let’s go through the ways to extract needed segments directly from the executed customer journey and use them later to extract the required data.
I 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.
Continue reading “Track contact progress in the customer journey”
As 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”
